What are the responsibilities and job description for the Customer Service Agent position at TriumphPay?
Join TriumphPay!
At TriumphPay, a member of the Triumph Financial portfolio of brands, we believe our team members make a difference. They make a difference in the lives of their customers, their communities and with our organization as a whole. That's why 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.
Position Summary
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 :
Skills & Abilities Required
Work Environment
The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
LI-LG1
LI-CR1
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.
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!
