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Service Finance Account Manager

Truist, Boca Raton, Florida, us, 33481

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Job Summary Responsible for servicing and retaining Service Finance dealer relationships by managing their daily pipeline and providing education on program or process enhancements.

Job Type Regular

Language Fluency English (Required)

Work Shift 1st shift (United States of America)

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.

Required 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

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%

Benefits 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 401(k) 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.

EEO Statement 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.

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