Customer Service Agent

tbkbank; Dallas (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph Financial, Inc. is seeking a Client Experience Representative to deliver exceptional support via phone, email, and chat for transportation factoring clients in Dallas, TX.

You will address inquiries, resolve disputes, and guide users through Triumph platforms with a focus on accuracy and service quality. The ideal candidate has 1–2 years in high-volume customer service, strong communication skills, and a teamwork mindset.

Qualifications

• High-volume customer service experience preferred.
• Excellent communication skills both phone and written.
• Ability to multi-task in a fast-paced environment.
• Knowledge of freight, transportation, and/or logistics helpful.

Responsibilities

• Provide primary phone, email, and chat support for inbound queues.
• Engage in meaningful conversations to ensure fast, friendly, frictionless service.
• Identify follow-up needs and resolve issues on first contact when possible.
• Train and support clients on web portals and Triumph processes.
• Assist carriers with onboarding and explain payment options.

Skills

Phone etiquette

Verbal communication

Written communication

Multitasking

Problem solving

Education

Higher education degree

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