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Service Finance Account Manager

Job in Boca Raton, Palm Beach County, Florida, 33434, USA
Listing for: Truist
Full Time position
Listed on 2026-06-02
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, HelpDesk/Support, Customer Success Mgr./ CSM, Bilingual
Job Description & How to Apply Below
** The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.*
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** 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:

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/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. 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…
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