Service Finance Account Manager

TruistBoca Raton, FL
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, utilizing enterprise-supported sales management systems to document pertinent dealer information, and acting as a liaison between other departments within Service Finance. Specific activities may change from time to time.

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

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.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • vacation
  • sick days
  • paid holidays
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