Service Finance Account Manager

Truist Bank•Boca Raton, FL

3d•Onsite

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. This role involves maintaining dealer relationships by providing a high level of customer service, friendly, courteous, and accurate verbal and written communication. The Account Manager will utilize enterprise-supported sales management systems to document pertinent dealer information, company sales training, scripts, and strategy to retain performing dealers. They will also update and train dealers on changes to procedures or programs, act as a liaison between other departments within Service Finance, and perform other related duties as assigned by a supervisor or manager.

Requirements

High school diploma or equivalent education
Knowledge of customer service, sales and consumer finance is essential
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
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

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.
Utilize enterprise supported sales management systems to document pertinent dealer information: contact information, number of sales reps, annual revenue, finance volume, and previously used lenders.
Utilize company sales training, scripts, and strategy to retain performing dealers.
Update and train dealers on changes to procedures or programs.
Act as liaison between other departments within Service Finance.
Perform other related duties and assignments as required and as assigned by supervisor or manager.