Service Finance Account Manager

Truist•Boca Raton, FL

About The Position

Responsible for servicing and retaining Service Finance dealer relationships by managing their daily pipeline and providing education on program or process enhancements. The role maintains dealer relationships through high-quality customer service, clear communication, and use of sales management systems and training resources. It also supports dealers with procedure and program updates and serves as a liaison with other Service Finance departments.

Requirements

  • High school diploma or equivalent education.
  • Knowledge of customer service, sales, and consumer finance.
  • Strong verbal and written communication skills.
  • Excellent organizational skills.
  • Excellent customer service skills.
  • Ability to multitask and work in a fast-paced environment.
  • Willingness to learn and train peers.
  • Positive and professional attitude.
  • Demonstrated proficiency in Microsoft applications and previous CMS experience.

Nice To Haves

  • Bachelor’s degree.

Responsibilities

  • Maintain dealer relationships by providing a high level of customer service.
  • Provide dealers with friendly, courteous, and accurate verbal and written communication.
  • Use enterprise-supported sales management systems to document pertinent dealer information, including contact information, number of sales representatives, annual revenue, finance volume, and previously used lenders.
  • Use company sales training, scripts, and strategy to retain performing dealers.
  • Update and train dealers on changes to procedures or programs.
  • Act as a liaison between other departments within Service Finance.
  • Perform other related duties and assignments as required and assigned by a supervisor or manager.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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