Financial Services Representative

Premiertruck; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training and mentorship

Exposure to leading lenders

Growth opportunities within a Penske公司

Job summary

Premier Financing, part of Premier Truck Group, is seeking a motivated Financial Services Representative to join our expanding team. You will work with customers, dealerships, and lending partners to learn the commercial finance business and develop funding opportunities.

The role provides hands-on training, exposure to leading lenders, and prospects for growth in finance and relationship management within a Penske company.

Qualifications

• Bachelor's degree preferred or equivalent sales, customer service, or business experience.
• Excellent communication and interpersonal skills.
• Self-motivated with the ability to work independently and manage priorities.
• Strong organizational skills and attention to detail.
• Comfortable making outbound calls and engaging customers.
• Proficiency with Microsoft Office and CRM/business systems.
• Ability to analyze information, solve problems, and make sound business decisions.
• Bilingual candidates are encouraged to apply.

Responsibilities

• Learn all aspects of the commercial finance business, including credit analysis, lending programs, and dealer financing.
• Develop and manage relationships with customers and dealership partners.
• Prospect for new business opportunities and generate leads through outbound outreach and referral networks.
• Work with customer applications and accounts that are currently underutilized to identify new financing opportunities.
• Partner with lenders on joint marketing campaigns designed to drive customer engagement and business growth.
• Assist customers in completing financing applications and gathering required documentation.
• Communicate financing options and guide customers through the approval process.
• Follow up on leads and applications to maximize funding opportunities and customer satisfaction.
• Maintain accurate customer records and activity within company systems.
• Collaborate with internal teams and lending partners to support sales and funding objectives.
• Conduct business in an ethical and professional manner while complying with all company policies and applicable regulations.
• Participate in training and development programs to build finance, sales, and relationship management expertise.

Skills

Communication skills

Interpersonal skills

Self-motivated

Organizational skills

Outbound calling

CRM proficiency

Microsoft Office

Analytical thinking

Education

Bachelor's degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

Winners Work Here!

Premier Truck Group is dedicated to ONE Network Executing, our mission which focuses on delivering the best employee experience, operational excellence, and exceptional customer service. At PTG, our top priority is to be your employer of choice and to provide a top-tier employee experience, regardless of the location where you work.

Who is Premier Truck Group?

Premier Truck Group is headquartered in Dallas, Texas, with nearly 50 locations throughout the US and Canada, making it the largest Freightliner dealer group in North America. We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you build your career here, you make a commitment to being the very best in the business. We are the pre-eminent group of Freightliner truck dealerships in the nation with serious plans for the future and we want you to be a part of it.

Why Join Our Winning Team?

When you join our team, you’re rewarded with the opportunity to work for an organization that provides opportunities for career growth and advancement, tailored to individual performance, experience and interests, along with a fully comprehensive benefits package including:

• Employee Discounts
• Medical, Dental, and Vision Insurance
• Life Insurance
• Employee Assistant Programs
• Paid Holidays and Paid Time Off
• 401k Plan with Employer Match (US)
• Group RRSP with Employer Match (CA)
• Training
• Work-Life Balance

Here are some quick insights into this opportunity. We would love to discuss it with you in more detail!

Launch your career in commercial finance with Premier Financing.

Premier Financing is a commercial vehicle finance company dedicated to helping businesses secure the funding they need to keep America moving. As a Penske company, we partner with customers, dealerships, and lenders to deliver flexible financing solutions for transportation and commercial vehicle purchases.

We are seeking a motivated, customer-focused Financial Services Representative to join our growing team. This is an excellent opportunity for an entry-level sales professional looking to build a career in finance, lending, and business development. You will work directly with customers, dealerships, and lending partners while developing the skills needed to become a successful finance professional.

Financial Services Representative Responsibilities

• Learn all aspects of the commercial finance business, including credit analysis, lending programs, and dealer financing.
• Develop and manage relationships with customers and dealership partners.
• Prospect for new business opportunities and generate leads through outbound outreach and referral networks.
• Work with customer applications and accounts that are currently underutilized to identify new financing opportunities.
• Partner with lenders on joint marketing campaigns designed to drive customer engagement and business growth.
• Assist customers in completing financing applications and gathering required documentation.
• Communicate financing options and guide customers through the approval process.
• Follow up on leads and applications to maximize funding opportunities and customer satisfaction.
• Maintain accurate customer records and activity within company systems.
• Collaborate with internal teams and lending partners to support sales and funding objectives.
• Conduct business in an ethical and professional manner while complying with all company policies and applicable regulations.
• Participate in training and development programs to build finance, sales, and relationship management expertise.

Financial Services Representative Qualifications

• Bachelor's degree preferred or equivalent sales, customer service, or business experience.
• Strong desire to build a career in finance, lending, sales, or business development.
• Excellent communication and interpersonal skills.
• Self-motivated with the ability to work independently and manage priorities.
• Strong organizational skills and attention to detail.
• Comfortable making outbound calls and engaging customers.
• Proficiency with Microsoft Office and CRM/business systems.
• Ability to analyze information, solve problems, and make sound business decisions.
• Bilingual candidates are encouraged to apply.

Why Join Premier Financing?

• Career path into commercial finance and lending.
• Hands-on training and mentorship from industry professionals.
• Opportunity to develop sales, finance, and relationship management skills.
• Exposure to leading lenders and transportation industry partners.
• Competitive compensation and growth opportunities within a Penske company.

Start your finance career with Premier Financing and help businesses access the capital they need to grow and succeed.

Premier Truck Group is an equal opportunity employer.