Service Finance Account Manager

Truist; Boca Raton (FL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

AD&D

Tax-advantaged savings accounts

401k plan

Paid vacation days

Paid sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation plan

Job summary

Truist is seeking a Dealer Relationship Specialist for Service Finance in the Boca Raton area. You will manage daily dealer pipelines, educate on program enhancements, and ensure high levels of service and communication.

You will document dealer data in enterprise systems, apply sales strategies, and train dealers on procedural changes. Strong multitasking, organization, and professional communication are essential.

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 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 dealer information.
• Utilize company sales training, scripts, and strategy to retain dealers.
• Update and train dealers on changes to procedures or programs.
• Act as liaison between other departments within Service Finance.
• Perform other related duties as required by supervisor or manager.

Skills

Customer service

Sales awareness

Verbal communication

Written communication

Organizational skills

Multitasking

Professional demeanor

Education

High school diploma

Bachelor's degree

Tools

CMS experience

Microsoft Office

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:

Responsible for servicing and retaining Service Finance dealer relationship by managing their daily pipeline and providing education on program or process enhancements. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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.

QUALIFICATIONS Required Qualifications:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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

Preferred Qualifications:

• Bachelor’s degree

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

• Sitting/Standing/Walking/Bending/Lifting
• Sitting (if checked, indicate frequency) Constantly (More than 50% of the time)
• Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time)
• Walking (if checked, indicate frequency) Frequently (25% - 50% of the time)
• Bending (if checked, indicate frequency) Occasionally (Less than 25% of the time)
• Lifting (if checked, indicate pounds) Up to 10 lbs.
• Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
• Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
• Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
• Travel (Must select one) Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• 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 (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.