TBK Bank

Coppell, Texas, United States

Account Executive

Posted over 1 month ago

Job Description

Join Triumph Business Capital!At Triumph Business Capital, 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:

Manage client relationships, including collateral verification, at production, risk management and service levels consistent with the business objectives of the company. The Account Executive manages a portfolio of client relationships, the portfolio size is to be determined by the department manager based on volume, number of clients, and number of teams. Account executives are also responsible for providing training and guidance to the Client Service Representatives (CSRs) assigned to their team.

Position Description:

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

  • Analyze portfolio performance and ensure timely submission of client funding requests. Purchasing authority limit determined by department position.
  • Provide outstanding customer service by serving well, internally and externally, while maintaining operational controls to prevent portfolio loss exposure.
  • Maintenance of ongoing client relationships keeping informed on business changes with the ability to negotiate and problem solve.
  • Lead well and model humility by providing direction and oversight of verification procedures performed by CSRs where the team can excel through encouragement and empowerment.
  • Effectively communicate with team members, debtors, clients and senior management.
  • Provide ongoing client training in Triumphs processes and systems.
  • Strong understanding of Risk Management Program and application of protocol based on client Risk Rating.
  • Maintain portfolio delinquency <5%.
  • Identify training and development strategies for all reporting staff.
  • Manage resolution of Disputes, Open credits, Post verifications, and Confirmations on accounts as needed in a timely manner.
  • Participate in creating 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 in the best of your team.
  • Daily review and resolution of checks received that are not payable to lender.
  • May be asked to provide feedback on the annual performance reviews and coaching opportunities for the CSR working on your team.
  • Maintain confidentiality of client information.

Qualifications:

  • Bachelors Degree is strongly preferred. Will consider 4 years of experience in a customer service position of increased responsibility in lieu of degree.
  • 2 to 4 years of customer service experience in a fast-paced work environment.
  • Knowledge of freight, transportation, and/or logistics industry is preferred.

Skills and Abilities Required:

  • Proficient in Microsoft Office suites.
  • Ability to multi-task and stay focused at high levels of productivity.
  • Ability to provide excellent customer service, while meeting strict deadlines.
  • Outstanding communication skills, both written and verbal.
  • Excellent phone etiquette.
  • Ability to understand and follow written and verbal instructions.

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.

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

OUR BUSINESS

Were a diversified financial service company that provides community banking, national lending and commercial finance solutions. We are also a leading provider of factoring services and an innovator of payment solutions for the transportation industry. Our focus on creating value helps our team members thrive, our customers succeed and our communities prosper.

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 PURPOSE
Every 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 VALUES
Our 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:
? Transparency
? Respect
? Investing for the future
? Unique is good
? Mission is more than the money
? People make the difference
? Humility

FOCUS ON SERVING OTHERS

At 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 fortunate

We 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.



Posted 27 Days Ago

Full time

REQ-647

64646062

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