Dealer Finance Relations Manager

Truist; Boca Raton (FL); On-site; USD 52,000 - 75,000; Full time

Job summary

Truist is seeking a Regular Service Finance professional in Boca Raton to service and retain dealer relationships and educate on programs. You will manage daily pipelines and document dealer data using enterprise systems while applying company training and scripts to retain dealers.

The role emphasizes strong communication, organization, and multitasking in a fast-paced environment, with opportunities to train peers and collaborate across departments.

Qualifications

• 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.

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.

Skills

Customer service

Sales

Verbal communication

Written communication

Organization

Multitasking

Team training

Positive attitude

Microsoft Office

Education

High school diploma or equivalent

Bachelor's degree

Tools

CMS experience

Microsoft applications

Job description

Truist is seeking a Regular Service Finance professional in Boca Raton to service and retain dealer relationships and educate on programs. You will manage daily pipelines and document dealer data using enterprise systems while applying company training and scripts to retain dealers.

The role emphasizes strong communication, organization, and multitasking in a fast-paced environment, with opportunities to train peers and collaborate across departments.