Service Finance Account Manager
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-07-16
Listing for:
Truist
Full Time
position Listed on 2026-07-16
Job specializations:
-
Sales
Client Relationship Manager, Customer Success Mgr./ CSM -
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Regular or Temporary: 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.
- 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.
- Bachelor’s degree.
Job Requirements & Working Conditions
- Sitting/Standing/Walking/Bending/Lifting:
Sitting (Constantly, >50% of time), Standing (Occasionally,
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