Client Services Representative (Banking) jobs in El Paso, TX

Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Services Representative
  • Triumph Financial
  • El Paso, TX FULL_TIME
  • Job Description

    Position Summary:

    The CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving disputes, verification and risk management in accordance with the risk protocol prescribed.

    Position Description:

    Essential duties & responsibilities include the following. Other duties may be assigned.

    • Provides outstanding customer service by serving well, internally and externally via telephone, email and written correspondence.
    • Reviews the load submissions uploaded by eRoom Funding Processor and corrects any errors.
    • Submits debtor credit inquiries into database.
    • Review and ensure proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
    • Verification of freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to client.
    • Makes recommendation to Account Executive whether to approve, hold or deny purchase of specific invoices based on verification and credit results.
    • Reviews clients' A/R aging, resolution of Disputes, Open Credits, Post Verifications and Confirmations on accounts as needed.
    • Provide ongoing client training in Triumph's processes and systems.
    • 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 pursing joy at work. Be intentional in doing your best and believing the best in your teammates.
    • Maintain confidentiality of client information.

    Qualifications:

    • Associate or Bachelor's degree is strongly preferred. Will consider four (4) years of proven customer service experience in lieu of degree.
    • Degree and one (1) year of customer service experience in a fast-paced work environment.
    • Freight, transportation or general factoring, or logistics industry experience is preferred.

    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 manager.
    • Excellent phone etiquette.

    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.

    • 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.

    #LI-CR1


    Triumph Financial, Inc. and its subsidiaries (hereafter the “Company”) is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment. The Company prohibits discrimination and harassment against all employees and applicants for employment based on race, color, sex, gender, age, religion, creed, covered veteran status, military service, national origin or ancestry, ethnicity, sexual orientation, gender identity, gender expression, transgender status, actual or perceived physical or mental disability, genetic information, citizenship or immigration status, marital status, pregnancy, childbirth, or related medical conditions, reproductive health decision making, or any other characteristic protected by law. Equal employment opportunity applies to all terms and conditions of employment, including, without limitation, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.

     

  • 10 Days Ago

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Client Services Representative
  • triumph financial
  • El Paso, TX FULL_TIME
  • Position Summary:The CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibili...
  • 13 Days Ago

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100% Work From Home - Client Services Representative
  • Global Elite Texas
  • El Paso, TX FULL_TIME
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 12 Days Ago

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Community Manager
  • Envolve Client Services Group LLC
  • El Paso, TX FULL_TIME
  • Envolve Client Services Group professionally manages apartment communities located throughout the southeastern United States. We are a company whose success is measured by our residents' satisfaction ...
  • 2 Months Ago

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Client Representative
  • Summit Strive Consulting
  • Canutillo, TX FULL_TIME
  • Job Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in ac...
  • 11 Days Ago

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Client Services Supervisor
  • SPS North America, Inc
  • El Paso, TX OTHER
  • Job Details Level: Experienced Job Location: CHS EP - El Paso, TX Position Type: Full Time Salary Range: Undisclosed Job Category: Management DescriptionJob Title: Client Print Services Supervisor Rep...
  • 14 Days Ago

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0 Client Services Representative (Banking) jobs found in El Paso, TX area

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Customer Service Clerk **SIGN-ON BONUS $500**
  • SPS Employer Risk Management LLC
  • El Paso, TX
  • Job Description Job Description Full time / $13 - $15 per hour / 1st shift (40 hour workweek, possible overtime/weekends...
  • 3/29/2024 12:00:00 AM

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Retail Sales Associate (El Paso, TX- Store# 51650)>
  • Delek US
  • El Paso, TX
  • Delek US - JobID: 1099801100 [Sales Associate / Team Member] As a Retail Sales Associate at Delek US, you'll: Assist cus...
  • 3/29/2024 12:00:00 AM

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Retail Sales Associate (El Paso, TX- Store# 51604)>
  • Delek US
  • El Paso, TX
  • Delek US - JobID: 1087567300 [Sales Associate / Team Member] As a Retail Sales Associate at Delek US, you'll: Assist cus...
  • 3/28/2024 12:00:00 AM

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Spanish/English Bilingual Remote Customer Service Agents
  • AnswerNet Agent Jobs
  • El Paso, TX
  • Job Description Job Description Job Type: Full Time Hours: 7 am-11 pm 7 days flexibility Salary: $13.00 Benefits: Availa...
  • 3/27/2024 12:00:00 AM

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Client Services Representative
  • Triumph Financial
  • El Paso, TX
  • Join Triumph! At Triumph, we believe the strength of our commitment is reflected in product innovation and the strategic...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant- El Paso, TX (Fluency in Spanish Required)
  • Raymond James Financial
  • El Paso, TX
  • Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services indu...
  • 3/25/2024 12:00:00 AM

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Customer Service Representative
  • Tandym Group
  • El Paso, TX
  • A recognized services company in Texas is currently seeking a Spanish-speaking professional to join their growing team a...
  • 3/25/2024 12:00:00 AM

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Retail Sales Associate (El Paso, TX- Store# 51609)>
  • Delek US
  • El Paso, TX
  • Delek US - JobID: 1122781600 [Sales Associate / Team Member] As a Retail Sales Associate at Delek US, you'll: Assist cus...
  • 3/25/2024 12:00:00 AM

El Paso is located at the intersection of three states (Texas, New Mexico, and Chihuahua) and two countries (the U.S. and Mexico). It is the only major Texas city on Mountain Time. Ciudad Juarez used to be on Central Time, but both cities are now on Mountain Time. El Paso is closer to the capital cities of four other states - Phoenix, Arizona (345 miles away); Santa Fe, New Mexico, (273 miles away); Ciudad Chihuahua, Chihuahua, (218 miles away), and Hermosillo, Sonora (325 miles away) - than it is to the capital of its own state, Austin (528 miles away). It is closer to Los Angeles, California...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$34,773 to $46,224
El Paso, Texas area prices
were up 1.2% from a year ago