Client Service Representative II

3 weeks ago

Coppell, United States TBK Bank, SSB Full time

Client Service Representative II (Bilingual) page is loaded Client Service Representative II (Bilingual) Apply locations Coppell, TX time type Full time posted on Posted 7 Days Ago job requisition id REQ-3567 Join TriumphAt Triumph, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.Position Summary: The Client Service Representative supports the operations team and provides customer service levels consistent with the company's business objectives. Responsibilities include timely communication with clients regarding held invoices, invoice rejections, answering client calls, resolving disputes, post verifications, and open credits review for the Account Executives.Essential Duties & Responsibilities:Provide outstanding customer service by serving well, internally, and externally via telephone, email, and written correspondence.Manage team email inboxes, responding to client and interdepartmental inquiries in a timely mannerReview the invoice rejected and disputed queues and communicate directly with the client regarding the reason for rejection or dispute.Handle inbound overflow calls for our small and medium fleet departments.Complete post verification following the Risk Management Policies and Procedures.Review Open Credits on accounts as needed.Assist Account Executives as needed in risk management, such as Portfolio Review.Effectively communicate with team members, debtors, clients, and management.Participate in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursuing joy at work. Be intentional in doing your best and believing the best in your teammates.Maintain confidentiality of client information.Perform other duties as assigned.Experience & Education:High school diploma or equivalent is required. A bachelors or associate degree or some college courses is strongly preferred.Two (2) to three (3) years of customer service experience in a fast-paced work environment.Freight, transportation, general factoring, or logistics industry experience is preferred.Bilingual (Spanish) required.Skills & Abilities Required:Professional customer service, Microsoft Office skills, and Google Suite to effectively process client and collateral requests related to servicing a growing invoice portfolio.Ability to multi-task and stay focused at high levels of productivity.Ability to provide excellent customer service while meeting funding deadlines.Excellent verbal and written communication skills.Ability to understand and follow written and verbal instructions and directions given by the manager.Excellent phone etiquette.#LI-CR1We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.Go on. Do it. Apply TodayAbout Us OUR BUSINESSTriumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses.Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable.Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for 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.OUR PURPOSEEvery day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.OUR CORE VALUESOur long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: Investing for the future Unique is good Mission is more than the money People make the differenceFOCUS ON SERVING OTHERSAt Triumph, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas: Training future leaders Establishing viable communities Giving people a second chance Serving the less fortunateWe support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.#J-18808-Ljbffr

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