Triumph Financial
Account Support Specialist
Triumph Financial, Dallas, Texas, United States, 75215
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 Account Support Specialist will be responsible for maintaining the TriumphPay Payments and Audit core information, including setting up accounts, validating banking information and maintaining the core information to reflect changes or modifications to the account. The Account Support Specialist position will require a high degree of organization, attention to detail and initiative.Essential Duties and Responsibilities
Maintain strong knowledge base of TriumphPay products and an understanding of how the core supports these product capabilities.
Complete the setup of new accounts within the internal system.
Perform same day quality control review for changes made by other Account Support Specialists
Maintain Client Folders in Egnyte with updated information.
Complete searches to validate company information for bank account changes.
Verify bank account changes.
Compile weekly summary internal audit reports for review.
Create and maintain product billing rates, as requested.
Maintain the core systems with the annual rate increases.
Effectively communicate with Relationship Managers, Credit or Operations to accurately update accounts.
Maintain a customer service mindset when performing duties to ensure seamless, high-quality experience for our TriumphPay clients and stakeholders.
Other duties as assigned.
Experience & Education
The successful candidate will possess general business, analytical and critical thinking skills. Additionally, the ideal candidate should possess the following:High school diploma or equivalent
3+ years' experience in system admin roles, quality control, front line business support or other related fields.
Experience in the transportation industry or financial services is a plus.
Skills & Abilities Required
Demonstrate initiative and be able to work independently and as part of the team.
Ability to learn and adapt to new and changing technologies.
Strong work ethic and organizational skills.
Must be proficient in Microsoft Word and Excel.
Ability to handle multiple tasks while maintaining attention to detail.
Strong professional communication skills.
Work Environment
The work environment characteristics described here may be encountered while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Moderate noise (i.e. business office with computers, phones, 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 for this job due to computer work.
Regular, predictable attendance is required.
#LI-CR1We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.Go on. Do it. Apply Today!
The Account Support Specialist will be responsible for maintaining the TriumphPay Payments and Audit core information, including setting up accounts, validating banking information and maintaining the core information to reflect changes or modifications to the account. The Account Support Specialist position will require a high degree of organization, attention to detail and initiative.Essential Duties and Responsibilities
Maintain strong knowledge base of TriumphPay products and an understanding of how the core supports these product capabilities.
Complete the setup of new accounts within the internal system.
Perform same day quality control review for changes made by other Account Support Specialists
Maintain Client Folders in Egnyte with updated information.
Complete searches to validate company information for bank account changes.
Verify bank account changes.
Compile weekly summary internal audit reports for review.
Create and maintain product billing rates, as requested.
Maintain the core systems with the annual rate increases.
Effectively communicate with Relationship Managers, Credit or Operations to accurately update accounts.
Maintain a customer service mindset when performing duties to ensure seamless, high-quality experience for our TriumphPay clients and stakeholders.
Other duties as assigned.
Experience & Education
The successful candidate will possess general business, analytical and critical thinking skills. Additionally, the ideal candidate should possess the following:High school diploma or equivalent
3+ years' experience in system admin roles, quality control, front line business support or other related fields.
Experience in the transportation industry or financial services is a plus.
Skills & Abilities Required
Demonstrate initiative and be able to work independently and as part of the team.
Ability to learn and adapt to new and changing technologies.
Strong work ethic and organizational skills.
Must be proficient in Microsoft Word and Excel.
Ability to handle multiple tasks while maintaining attention to detail.
Strong professional communication skills.
Work Environment
The work environment characteristics described here may be encountered while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Moderate noise (i.e. business office with computers, phones, 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 for this job due to computer work.
Regular, predictable attendance is required.
#LI-CR1We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.Go on. Do it. Apply Today!