Client Experience Specialist

TBK Bank, SSB; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid Time Off

401k plan

Job summary

Triumph Financial, Inc. is seeking a Client Experience Representative to deliver outstanding service via phone, email, and chat for our transportation factoring and payment platform clients.

The ideal candidate has 1–2 years of high-volume customer service experience, is professional, and may be bilingual in Spanish. You will handle inquiries, onboard new clients, train users on portals, review accounts, and protect confidential information as part of a collaborative team.

Qualifications

• 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.
• Bilingual (Spanish) a plus.

Responsibilities

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

Skills

High-volume customer service

Phone etiquette

Written and verbal communication

Multitasking in fast-paced environment

Education

Higher education degree

Customer service experience

Job description

Triumph Financial, Inc. is seeking a Client Experience Representative to deliver outstanding service via phone, email, and chat for our transportation factoring and payment platform clients.

The ideal candidate has 1–2 years of high-volume customer service experience, is professional, and may be bilingual in Spanish. You will handle inquiries, onboard new clients, train users on portals, review accounts, and protect confidential information as part of a collaborative team.