Truist Financial

Service Finance Senior Account Manager

Truist Financial$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

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
  • Proficiency in Microsoft applications (Outlook, Word, Excel, Access, PowerPoint)
  • Strong attention to detail

Responsibilities

  • Engage dealers to retain and service their accounts
  • Respond to dealer questions and collaborate with parties to resolve inquiries
  • Maintain rapport with Dealer Points of Contact and ensure Account Managers do the same
  • Ensure Account Managers document dealers' contact information and sales data in the system
  • Ensure Account Managers apply company sales training and stay updated on loan programs
  • Maintain thorough and accurate documentation of dealer interactions

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Accidental death and dismemberment insurance
  • Tax-preferred savings accounts and 401k plan
  • At least 10 days of vacation and 10 sick days in the first year
  • Paid holidays
  • Potential eligibility for defined benefit pension plan and restricted stock units
Full Job Description

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.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to (accommodation requests only; other inquiries won't receive a response).

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 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
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