JobsAccount ManagerMiamiService Finance Account Manager

Truist

Posted 3 days ago · Jobs at Truist

Service Finance Account Manager

Truist · Boca Raton, Florida, United States

Full-timeOn site0-2 yrsListed as no visa sponsorship
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In short

The Service Finance Account Manager is responsible for maintaining and retaining dealer relationships by managing daily pipelines and providing program education. They act as a liaison between departments while utilizing sales management systems to document dealer information and performance.

What they're looking for

MUST-HAVE SKILLS

Customer serviceSalesConsumer financeVerbal communicationWritten communicationOrganizational skillsMultitaskingMicrosoft applications

ALSO MENTIONED

Service FinanceAccount ManagerDealer relationshipsPipeline managementConsumer financeSales management systemsCustomer serviceCMSMicrosoft applicationsRelationship retention

Candidates must have a high school diploma or equivalent, along with knowledge of customer service, sales, and consumer finance. Strong communication, organizational, and multitasking skills are required, with proficiency in Microsoft applications and previous CMS experience.

About Truist

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Questions about this role

Is this Truist role remote?
Tagged on site.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 0-2 years.

The posting, in full

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.

▶ READ THE FULL POSTING

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.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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

Responsible for servicing and retaining Service Finance dealer relationship by managing their daily pipeline and providing education on program or process enhancements.

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.

  • 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

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.

  • 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

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 our Benefits site. 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.

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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This listing comes from Truist's own careers site. Apply links go to the employer. Last checked 23 Oct 2026.