Client Services Representative at 300 TBK Bank, SSB — San Diego, CA
Full 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: Join Triumph as a Client Service Representative, where you’ll play a key role in managing client funding requests while delivering top-notch customer service. You’ll help ensure smooth operations, accurate verifications, and strong client relationships while supporting risk management protocols.
A Day in the Life: You’ll be at the center of client interactions—reviewing funding submissions, verifying freight loads, resolving disputes, and keeping client accounts running smoothly. Every day, you’ll communicate with clients, team members, and management while helping maintain a positive, collaborative work environment that balances customer service and risk management.
What You’ll Be Doing:
- Provide outstanding customer service via phone, email, and written correspondence
- Verify freight loads according to Triumph’s Risk Management Program
- Recommend approval, holding, or denial of invoices to Account Executives based on verification and credit results
- Review client accounts, including A/R aging, disputes, open credits, and post-verifications
- Provide ongoing client training on Triumph processes and systems
- Communicate effectively with clients, team members, debtors, and management
- Maintain confidentiality of client information
- Contribute to a team culture focused on service, risk management, and a positive work environment
- Perform other duties as assigned
What Makes You a Great Fit:
- Associate or Bachelor’s degree preferred, or 4+ years of customer service experience
- Experience in a fast-paced customer service environment, ideally in freight, transportation, factoring, or logistics
- Strong skills in Microsoft Office and Google Suite
- Ability to multitask, stay organized, and meet deadlines
- Excellent verbal and written communication skills, including phone etiquette
- Ability to follow instructions and work collaboratively with team members
Call to Action: Apply now and take the next step in your career. We’re excited to meet you!
#LI-MF
Compensation Range
Hourly: $19.62 - $27.48
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!
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Questions about this Client Services Representative role
- Is the Client Services Representative role at 300 TBK Bank, SSB still open?
- Yes — this posting is active and accepting applications through 2026-08-09. Listings can close once filled, so apply soon.
- Where is the Client Services Representative job at 300 TBK Bank, SSB located?
- This role is based in San Diego, CA.
- How do I apply for the Client Services Representative role at 300 TBK Bank, SSB?
- Apply directly through 300 TBK Bank, SSB's official hiring system, or let the Jobeezy app fill out and submit the application for you automatically.
- Does Jobeezy apply to jobs for me?
- Yes. Jobeezy can auto-apply to roles like this Client Services Representative position on your behalf — you set your preferences once and confirm, and it handles the rest.
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