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Truist Service Finance Senior Account Manager II 
United States, Florida, Boca Raton 
841193934

15.04.2025

Regular or Temporary:

English (Required)

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