Punjabi Speaking Account Representative

RTS; Dallas (TX); Sur place; USD 45 000 - 60 000; Plein temps

Résumé du poste

Shamrock Trading Corporation seeks a Punjabi-speaking Financial Account Representative in Dallas. This customer-facing role focuses on clients’ accounts receivable portfolios, processing invoices and related documentation with high attention to detail.

The ideal candidate will be a problem-solver with strong communication skills, experience in finance, and the ability to manage multiple tasks accurately in a fast-paced environment.

Qualifications

• Ability to speak, read and write in Punjabi with a business vocabulary.
• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience.
• Exceptional interpersonal communication and customer service skills.
• Proficiency in Microsoft Office and data entry.
• Demonstrated ability to meet deadlines.

Responsabilités

• Provide exceptional customer service for financial clients.
• Regularly update account information to maintain customer records.
• Prepare product or service reports by collecting and analyzing customer information.
• Maintain financial accounts by processing customer adjustments.
• Provide daily funding and handle collections for assigned customers.
• Perform risk assessments and ensure procedures are in place and followed to minimize risk.
• Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the adjustment and following up to ensure a resolution.
• Recommend potential products or services to management by collecting customer information and analyzing customer needs.
• Answer product and service questions and suggest information about other products or services.
• Other duties as assigned

Connaissances

Punjabi language

Customer service

Data entry

Accounts receivable

Deadline-driven

Formation

Bachelor’s degree in business/finance or related field

Outils

Microsoft Office

Description du poste

About Shamrock Trading Corporation

RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.

RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.

Shamrock’s mission since the start has been to create value and success for our customers, our partners and our people. Strong ethics, dedication to our customers and close attention to the marketplace are critical to the success and growth of the Shamrock brands. Shamrock is headquartered in Overland Park, Kansas, with multiple offices throughout the U.S. Our Dallas office is located in the heart of vibrant Addison offering a convenient commute from anywhere in Dallas Fort Worth and several options for eats and shopping. With the opportunity to play some pool in the lounge with coworkers and a winning culture, Shamrock is a great place to work in Dallas!

Why You’ll Love Working Here

Our award-winning culture is a testament to our commitment to growth, recognition and empowerment. From day one, we prioritize employees first, encouraging them to think and act like owners and providing endless opportunities for growth and self-development, both personally and professionally. Shamrock has been recognized as one of America’s 2025 “Most Loved Workplaces” by Newsweek.

Benefits

At Shamrock, we hire bright, ambitious people and give them the tools they need for a successful, long-term career here. Shamrock also offers a premier set of benefits for employees and their families:

• Unlimited Earnings: Uncapped commission, competitive base salary and ongoing opportunities to advance your professional career


• Training and Development: Industry-leading training programs, including a Freight Immersion Training (FIT) Program for sales employees entering the transportation industry


• Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits


• Financial: Generous company 401(k) contributions, employee stock ownership after one year and free resources to build long-term financial security


• Recognition and Awards: Sales incentives, quarterly employee awards and opportunities to celebrate individual and team success


• Work-Life Balance: Competitive PTO, fully paid time off for holidays and opportunities to volunteer within your community

Regular onsite attendance is an essential function of this position. The role requires direct collaboration with cross-functional teams, real-time problem-solving, and timely responses to customer and operational needs. As a customer-facing position, onsite presence facilitates efficient communication with colleagues and subject matter experts, enabling effective service delivery and faster resolution of customer inquiries and issues. The role also requires participation in team meetings, operational processes, and occasional onsite trainings that are critical to achieving customer service objectives.

About The Role

RTS and Shamrock Trading Corporation are looking for a Punjabi Speaking Financial Account Representative. This role will focus on clients’ accounts receivable portfolios, including receiving and processing invoices and related documentation. An ideal candidate will be a problem-solver with a dynamic personality and high attention to detail.

What You’ll Do

• Provide exceptional customer service for financial clients


• Regularly update account information to maintain customer records


• Prepare product or service reports by collecting and analyzing customer information


• Maintain financial accounts by processing customer adjustments


• Provide daily funding and handle collections for assigned customers


• Perform risk assessments and ensure that procedures are in place and followed to minimize risk


• Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the adjustment and following up to ensure a resolution


• Recommend potential products or services to management by collecting customer information and analyzing customer needs


• Answer product and service questions and suggest information about other products or services


• Other duties as assigned

What You’ll Bring

• Ability to speak, read and write in Punjabi with a business vocabulary required


• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience


• Exceptional interpersonal communication and customer service skills


• Proficiency in Microsoft Office and data entry


• Demonstrated ability to meet deadlines

What Will Put You Ahead

• Experience in the financial industry


• Attention to detail with analytical and technical skills


• Passion to learn and build relationships


• Problem-solving and conflict-resolution skills


• An adaptable personality with a goal-driven mindset