Service Finance Senior Account Manager
Job in
Boca Raton, Palm Beach County, Florida, 33434, USA
Listed on 2026-07-17
Listing for:
Truist
Full Time
position Listed on 2026-07-17
Job specializations:
-
Sales
-
Finance & Banking
Job Description & How to Apply Below
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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:*
* Develop and maintain effective and productive relationships with dealers. Responsible for managing and direct oversight of the Account Managers, including hiring, training and coaching.
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.
1.
Engage dealers to retain and service their accounts
2.
Answer all dealer questions and work with all parties to resolve inquiries within a timely manner
3.
Maintain a working rapport with the Point of Contact (POC) for a Dealer and ensure all Account Managers are doing the same
4.
Ensure all Account Managers are documenting the dealer's pertinent information in NLS: important contact information, number of sales reps, annual revenue, finance volume, and previously used lenders.
5.
Ensure all Account Managers utilize company sales training, scripts, and strategy to educate dealers on current loan programs and processes and keep them updated on any changes.
6.
Keep thorough and accurate documentation
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.
1.
High school diploma or equivalent education and related training or experience.
2.
Knowledge of customer service, sales and consumer finance is essential
3.
Effective coaching and supervisory skills.
4.
Excellent interpersonal, verbal, and written communication skills.
5.
Ability to communicate with all levels of management, including those in other lines of business.
6.
Ability to utilize Microsoft applications, including Outlook, Word, Excel, Access, and PowerPoint.
7.
Strong attention to detail
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…
Position Requirements
10+ Years
work experience
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