Service Finance Account Manager

Truist Bank • Boca Raton, FL

2d

About The Position

Develop and maintain effective and productive relationships with dealers. Responsible for managing and direct oversight of the Account Managers, including hiring, training and coaching.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Requirements

• High school diploma or equivalent education and related training or experience.
• Knowledge of customer service, sales and consumer finance is essential
• Effective coaching and supervisory skills.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to communicate with all levels of management, including those in other lines of business.
• Ability to utilize Microsoft applications, including Outlook, Word, Excel, Access, and PowerPoint.
• Strong attention to detail

Nice To Haves

• Bachelor’s degree

Responsibilities

• Engage dealers to retain and service their accounts
• Answer all dealer questions and work with all parties to resolve inquiries within a timely manner
• Maintain a working rapport with the Point of Contact (POC) for a Dealer and ensure all Account Managers are doing the same
• Ensure all Account Managers are documenting the dealer’s pertinent information in NLS: important contact information, number of sales reps, annual revenue, finance volume, and previously used lenders.
• Ensure all Account Managers utilize company sales training, scripts, and strategy to educate dealers on current loan programs and processes and keep them updated on any changes.
• Keep thorough and accurate documentation

Benefits

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED