Customer Service Specialist - Operations

TBK Bank, SSB; Coppell (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph is seeking a Customer Service Specialist - Operations to support account reviews, documentation, funding activities, risk management, and client service while working with clients, debtors, and internal teams. You’ll be detail-oriented, organized, and enjoy balancing customer service with operational responsibilities.

You’ll collaborate across departments to ensure accurate information, maintain processes, and provide exceptional service to clients.

Qualifications

• Associate’s or bachelor’s degree preferred; four years of proven customer service experience may be considered in place of a degree.
• At least one year of customer service experience in a fast-paced business environment preferred.
• Experience in factoring, freight, transportation, logistics, financial services, or a related industry is a plus.

Responsibilities

• Provide outstanding customer service to clients and internal partners through phone, email, and written communication.
• Review and verify new client aging to support account purchases and risk management processes.
• Review load documentation to ensure required information is complete, accurate, and properly maintained.
• Communicate with clients to obtain missing or incomplete documentation.
• Review open credits on client accounts and take appropriate action when needed.
• Reconcile and review funds for release on inactive client accounts.
• Partner with clients, debtors, teammates, and leadership to resolve questions and keep processes moving.
• Help maintain strong risk management and operational practices across client accounts.
• Protect confidential client and company information and handle sensitive information appropriately.
• Support a collaborative, customer-focused team environment.
• Take on additional responsibilities and projects as needed.

Skills

Customer service

Communication

Time management

Detail-oriented

Education

Associate’s or bachelor’s degree preferred

Tools

Microsoft Office

Google Workspace

Job description

Join Triumph! At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.

Role Summary

As an Customer Service Specialist - Operations you’ll play an important role in keeping day-to-day operations running smoothly while delivering an exceptional experience for our clients. You’ll support account reviews, documentation, funding activities, risk management, and client service while working closely with clients, debtors, and internal teams. This is a great opportunity for someone who is detail-oriented, organized, and enjoys balancing customer service with operational responsibilities.

Day in the Life

No two days are exactly alike. You’ll spend your day working with clients and internal teams to review accounts, verify documentation, support funding activities, and resolve questions or issues along the way. You’ll use your attention to detail and problem-solving skills to help ensure information is accurate, processes are followed, and clients receive responsive, professional service. You’ll also be part of a collaborative team where communication and supporting one another are key to getting the job done well.

What You’ll Be Doing

• Provide outstanding customer service to clients and internal partners through phone, email, and written communication.
• Review and verify new client aging to support account purchases and risk management processes.
• Review load documentation to ensure required information is complete, accurate, and properly maintained.
• Communicate with clients to obtain missing or incomplete documentation.
• Review open credits on client accounts and take appropriate action when needed.
• Reconcile and review funds for release on inactive client accounts.
• Partner with clients, debtors, teammates, and leadership to resolve questions and keep processes moving.
• Help maintain strong risk management and operational practices across client accounts.
• Protect confidential client and company information and handle sensitive information appropriately.
• Support a collaborative, customer-focused team environment.
• Take on additional responsibilities and projects as needed.

What Makes You a Great Fit

• Associate’s or bachelor’s degree preferred; four years of proven customer service experience may be considered in place of a degree.
• At least one year of customer service experience in a fast-paced business environment preferred.
• Experience in factoring, freight, transportation, logistics, financial services, or a related industry is a plus.
• Strong customer service skills and the ability to build positive relationships.
• Comfortable using Microsoft Office and Google Workspace.
• Highly organized with strong time management and multitasking skills.
• Strong attention to detail and a commitment to accuracy.
• Able to manage multiple priorities and meet deadlines without sacrificing quality.
• Clear and professional verbal, written, and interpersonal communication skills.
• Strong problem-solving skills and professional telephone etiquette.
• Able to follow instructions, work independently, and contribute effectively as part of a team.
• Comfortable handling confidential and sensitive information with discretion.

Benefits

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

and much more.

OUR BUSINESS

Triumph is a financial and technology company focused on payments, factoring, intelligence and banking. We are pioneering solutions that serve the transportation industry. Through the Triumph brand, our customers gain unrivaled efficiency, transparent and secure transactions, and improved access to working capital. Through TBK Bank, we provide personal and business banking solutions that strengthen local communities and fortify our transportation business. We create value by driving businesses and communities of all sizes toward the future. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. As a member of the Triumph team, you’re at the heart of an innovative, forward-thinking company that values collaboration, creativity and continuous learning. You’re not just an employee — you’re part of a team shaping the future. Being part of Triumph means striving for excellence while delivering with humility.

OUR CORE VALUES

• Transparency
• Respect
• Invest for the future
• Unique is good
• Mission is more than money
• People make the difference
• Humility
• FOCUS ON SERVING OTHERS

At Triumph, we strive to do the most good in the areas of greatest needs through our philanthropic endeavors.

Our Philanthropic Vision

• Advocating for safety and justice
• Providing access to basic needs
• Supporting families
• Transforming communities