Account Manager - Customer Success & Growth

Wallace Finance; Vinita (OK); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

401(k) with company match

Paid holidays and vacation time

Monthly bonus opportunities

Job summary

Wallace Finance is seeking an Account Manager to deliver outstanding customer service and drive loan-related sales in our Oklahoma branch. You will assist customers in person or by phone, process loan payments, and manage the application process while building lasting relationships.

Occasional travel may be required as part of branch operations and cross-location collaboration. We offer growth opportunities within a supportive team and a competitive benefits package.

Qualifications

• Friendly and outgoing; strong customer service skills.
• Ability to handle loan payments and documentation.
• Excellent communication and relationship-building abilities.
• Willingness to travel occasionally.

Responsibilities

• Provide quick and friendly customer service in person or by phone to assist with questions, or taking and posting loan payments.
• Prepare loan documents and manage the application process.
• Create and maintain positive customer relationships and keep in contact with customers regarding their loan status.
• Contact customers to help them get back on track if they have overdue payments.
• Partner with Management to maintain branch operating standards and grow the business.

Skills

Customer service

Sales

Communication

Relationship building

Job description

Wallace Finance is seeking an Account Manager to deliver outstanding customer service and drive loan-related sales in our Oklahoma branch. You will assist customers in person or by phone, process loan payments, and manage the application process while building lasting relationships.

Occasional travel may be required as part of branch operations and cross-location collaboration. We offer growth opportunities within a supportive team and a competitive benefits package.