Service Finance Senior Account Manager

Truist Bank•Boca Raton, FL

1d•Onsite

About The Position

The Service Finance Senior Account Manager position is a regular, full-time role that requires developing and maintaining effective relationships with dealers. This role involves direct oversight of Account Managers, including hiring, training, and coaching. The primary goal is to retain and service dealer accounts, resolve inquiries, and ensure Account Managers are effectively educating dealers on loan programs and processes.

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.
English language fluency.

Nice To Haves

Bachelor’s degree

Responsibilities

Develop and maintain effective and productive relationships with dealers.
Manage and provide direct oversight of Account Managers, including hiring, training, and coaching.
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.