Service Finance Account Manager (2nd Shift)

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

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 2nd Shift - 10% Automatic Pay Differential (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: The requirements listed below are representative of the knowledge, skill and/or ability required. 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 (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.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist's generous benefit plans, please visit our Benefits site.

Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.