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Service Finance Senior Account Manager

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Truist
Full Time position
Listed on 2026-07-23
Job specializations:
  • Sales
    Account Manager, Sales Representative
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Position Details

Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Responsibilities
  • Engage dealers to retain and service their accounts
  • Answer all dealer questions and work with all parties to resolve inquiries within a timely manner
  • Maintain a working rapport with the Point of Contact (POC) for a Dealer and ensure all Account Managers are doing the same
  • Ensure all Account Managers document the dealer’s pertinent information in NLS: important contact information, number of sales reps, annual revenue, finance volume, and previously used lenders
  • 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
  • Keep thorough and accurate documentation
Required Qualifications
  • High school diploma or equivalent education and related training or experience
  • Knowledge of customer service, sales and consumer finance
  • Effective coaching and supervisory skills
  • Excellent interpersonal, verbal, and written communication skills
  • Ability to communicate with all levels of management, including those in other lines of business
  • Ability to utilize Microsoft applications, including Outlook, Word, Excel, Access, and Power Point
  • Strong attention to detail
Preferred Qualifications
  • Bachelor’s degree
Working Conditions

Typical physical requirements:
Standing occasionally, walking frequently, bending occasionally, lifting up to 10 lbs. Requires visual, audio, speaking capabilities, manual dexterity, and standard office equipment use. Availability for all scheduled hours, including overtime. Minimal travel up to 10%.

Benefits

All regular teammates working 20 hours or more per week are eligible for benefits including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive at least 10 days of vacation and 10 sick days in the first year, paid holidays, and may be eligible for additional benefits based on division and role.

Equal

Employment Opportunity

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.

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Position Requirements
10+ Years work experience
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