Call Center Representative

tbkbank; Dallas (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph Financial, Inc. seeks a Client Experience Representative (CXR) to deliver outstanding support by phone, email and chat for transportation factoring and payment platform clients.

The ideal candidate will bring strong client service experience and a commitment to education, retention and teamwork. This role emphasizes problem resolution, account review, onboarding assistance for carriers, and collaboration with debtors and management.

Qualifications

• High-volume customer service experience (1–2 years)
• Knowledge of freight/transportation/logistics preferred
• Accounts payable experience a plus
• Bilingual Spanish a plus

Responsibilities

• Provide primary phone, email, and chat support for inbound queues.
• Engage in meaningful conversations to ensure fast, friendly interactions.
• Ask questions and listen actively to identify follow-ups.
• Provide first-contact resolution when troubleshooting inquiries.
• Holistically review client accounts, pending invoices, and A/R aging.
• Assist clients with holds, delays, rejections and disputes.
• Train and support clients on web portals, processes, and systems.
• Introduce carriers to payment options and Triumph services.
• Assist carriers through onboarding process.
• Maintain quality of service scores and schedule adherence.
• Communicate effectively with team, debtors, clients and management.
• Maintain confidentiality of client information.

Skills

Phone etiquette

Problem solving

Multi-tasking

Deadline pressure

Independent analysis

Verbal & written communication

Follow instructions

Education

Higher education degree or equivalent customer service experience

Job description

Join Triumph!

The Client Experience Representative (CXR) is to deliver an excellent customer experience via phone, email and chat supporting transportation factoring & payment platform clients. The ideal candidate will have experience in client service and will actively demonstrate commitment to client education, retention and teamwork.

Essential Duties & Responsibilities

• Provide primary phone, email, and chat support for company inbound queues.
• Engage in meaningful conversations with clients to ensure every interaction is fast, friendly and frictionless.
• Ask appropriate questions and listen actively to identify areas for follow-up to better assist the client with their needs and resolve issues.
• Provide first-contact resolution when troubleshooting inquires.
• Holistically reviews client accounts, pending invoices and payments, A/R aging and interaction history.
• Assists clients in resolving holds, delays, rejections and disputes as well as other related transactions or statuses such as disputes, open credits, post verifications NOA's and LOR's.
• Train and support clients on how to use company web portals, processes, and other related systems according to best practices.
• Introduce carriers to the various options for payment methods, as well as other Triumph services and offerings.
• Assist carriers through new client onboarding process.
• Accountable for achieving quality of service scores, schedule adherence, and call and/or ticket management.
• Effectively communicates with team members, debtors, clients and management.
• Maintains confidentiality of client information.
• Performs other duties as assigned.

Experience & Education

The successful candidate will possess high-volume customer service skills. Additionally, the ideal candidate should possess the following:

• Higher education degree or equivalent customer service experience (1-2 years) in a high-volume, professional environment.
• Knowledge of freight, transportation, and/or logistics industry is preferred.
• Accounts payable experience a plus, but not required.
• Bilingual (Spanish) a plus.

Skills & Abilities Required

• Highly professional phone etiquette.
• Demonstrates commitment to problem solving and resolution.
• Must be able to multi-task in a high volume in an operation center.
• Ability to perform under deadline pressure.
• Ability to analyze issues independently.
• Excellent verbal and written communication skills.
• Ability to understand and follow written and verbal instructions and directions given by manager.

Work Environment

The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
• Specific vision abilities are required by this job due to computer work.
• Light to moderate lifting is required.
• Regular, predictable attendance is required.
• Add any travel or other physical requirements, as needed.

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

Benefits

• Medical
• Dental
• Vision
• Paid Time Off
• 401k