Service Finance Senior Account Manager

Truist•Boca Raton, FL

1d•Onsite

About The Position

The Service Finance Senior Account Manager position is responsible for developing and maintaining effective and productive relationships with dealers. This role includes managing and providing direct oversight of Account Managers, encompassing hiring, training, and coaching. The position involves engaging dealers to retain and service their accounts, answering all dealer questions, and resolving inquiries in a timely manner. A key aspect is maintaining a working rapport with the Point of Contact (POC) for each dealer and ensuring all Account Managers do the same. The Senior Account Manager is also responsible for ensuring Account Managers accurately document pertinent dealer information in NLS, including contact details, sales representative numbers, annual revenue, finance volume, and previously used lenders. Furthermore, they must ensure Account Managers utilize company sales training, scripts, and strategies to educate dealers on current loan programs and processes, keeping them updated on any changes. Thorough and accurate documentation is a critical part of this role.

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

Develop and maintain effective and productive relationships with dealers.
Manage and direct oversight of the 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.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)