Relationship Support Representative I
Bancorp Bank, The
Position Summary
Work Arrangement:
***This position is available in our Crofton MD or Orlando FL office.***
At The Bancorp weve spent more than 25 years driving innovation in the financial services industry. As one of the first banks to embrace fintech we combine technology expertise and a forward-looking approach to deliver creative real-world solutions. We work side by side with our partners to help them grow and innovate with confidence. Across Fintech Solutions Institutional Banking Commercial Lending and Real Estate Bridge Lending we provide the people processes technology and banking capabilities that turn bold ideas into outcomes.
Join a team that brings urgency and rigor to every challenge and plays a direct role in driving growth for our clients and the communities we serve.
The Bancorps Fleet Management Services team is one of the few bank-owned direct fleet lessors in the U.S. serving both commercial and government customers. We offer end-to-end solutions for procurement upfitting financing fleet management and disposal. On this team youll work alongside industry experts to provide bank-direct financing and help clients optimize their fleets manage costsand drive efficiency.
The Relationship Support Representative role provides documentation reporting and administrative support to the Vehicle Lease Division including management and the vehicle leasing sales and operations teams. The role also delivers superior customer service to our vehicle fleet customers and vendors.
Key Responsibilities
- Identifies support documents needed by each vehicle lease type customer category and ensures documentation is completed for each vehicle lease.
- Verifies and ensures complete supporting documentation package is prepared prior to sending lease for funding or booking.
- Enters vehicle lease documentation into the vehicle lease management system. Keeps abreast of system changes escalations and adjusts documentation and data entry processes accordingly.
- Informs and escalates problems to management regarding incomplete or incorrect documentation to ensure documents follow all applicable rules and regulations. Notifies management of errors and delays in the delivery of vehicle lease documents for approval and funding to vendors.
- Maintains awareness of updates and changes within the vehicle leasing documentation process. Develops and maintains open communication channels with inter-departmental leasing staff to keep abreast of changes.
- Develops close working relationships with vehicle sales account representatives lease operations team and vehicle leasing finance manager to provide status and report updates on specific lease documentation and other related issues.
- Completes all training in accordance with assigned daily tasks as well as quarterly compliance training courses.
- Participates in regularly scheduled team meetings to review updates and changes to policies and procedures. Discusses any concerns or questions regarding funding bookings and/or any function as it pertains to assigned tasks.
- Performs other duties as assigned.
Qualification Requirements
- High School diploma or GED equivalent or an equivalent combination of training and experience.
- 1 year of professional experience preferably in the automotive industry.
- Demonstrating a high level of vehicle product understanding. Automotive fleet leasing experience.
- Excellent verbal written and interpersonal communication skills.
- Team player able to work effectively in a team fostered multi-tasking environment.
- Strong organizational and time management skills with the ability to work in a fast-paced environment.
- Ability to prioritize and organize multiple competing tasks and demands.
- Strong computer and data entry skills.
What Success Looks Like
Success is demonstrated through accurate and timely completion of vehicle lease documentation identification and escalation of missing or incorrect information and consistent adherence to funding booking and compliance requirements. Strong performance also includes clear communication organized recordkeeping responsive support and effective coordination with customers vendors sales operations and management.
Why This Role Matters
This role helps ensure vehicle lease transactions are properly documented and processed without unnecessary delays. By maintaining accurate records resolving documentation issues and providing reliable administrative support the position supports efficient funding and booking strong customer service and compliant fleet management operations.
Additional Information
This job will be open and accepting applications for a minimum of five days from the date it was posted.
This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the jobs location. We offer competitive pay that varies based on individual experience qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more you are welcome to discuss with us as you move through the selection process.
Working at The Bancorp Bank N.A. and Benefits Information:
Company Culture & Background Screening
Company Culture at The Bancorp Bank : Bancorp Bank N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race color religion gender gender identity sexual orientation pregnancy citizenship national origin age disability genetic information veteran status or other protected category with respect to recruitment hiring training promotion and other terms and conditions of employment.
Employment with The Bancorp Bank N.A. includes successfully passing a background check including credit criminal education employment OFAC and social media background history.
#LI-MD1
#LI-Onsite
- Identifies support documents needed by each vehicle lease type customer category and ensures documentation is completed for each vehicle lease.
- Verifies and ensures complete supporting documentation package is prepared prior to sending lease for funding or booking.
- Enters vehicle lease documentation into the vehicle lease management system. Keeps abreast of system changes escalations and adjusts documentation and data entry processes accordingly.
- Informs and escalates problems to management regarding incomplete or incorrect documentation to ensure documents follow all applicable rules and regulations. Notifies management of errors and delays in the delivery of vehicle lease documents for approval and funding to vendors.
- Maintains awareness of updates and changes within the vehicle leasing documentation process. Develops and maintains open communication channels with inter-departmental leasing staff to keep abreast of changes.
- Develops close working relationships with vehicle sales account representatives lease operations team and vehicle leasing finance manager to provide status and report updates on specific lease documentation and other related issues.
- Completes all training in accordance with assigned daily tasks as well as quarterly compliance training courses.
- Participates in regularly scheduled team meetings to review updates and changes to policies and procedures. Discusses any concerns or questions regarding funding bookings and/or any function as it pertains to assigned tasks.
- Performs other duties as assigned.
- High School diploma or GED equivalent or an equivalent combination of training and experience.
- 1 year of professional experience preferably in the automotive industry.
- Demonstrating a high level of vehicle product understanding. Automotive fleet leasing experience.
- Excellent verbal written and interpersonal communication skills.
- Team player able to work effectively in a team fostered multi-tasking environment.
- Strong organizational and time management skills with the ability to work in a fast-paced environment.
- Ability to prioritize and organize multiple competing tasks and demands.
- Strong computer and data entry skills.
What Success Looks Like
Success is demonstrated through accurate and timely completion of vehicle lease documentation identification and escalation of missing or incorrect information and consistent adherence to funding booking and compliance requirements. Strong performance also includes clear communication organized recordkeeping responsive support and effective coordination with customers vendors sales operations and management.
Why This Role Matters
This role helps ensure vehicle lease transactions are properly documented and processed without unnecessary delays. By maintaining accurate records resolving documentation issues and providing reliable administrative support the position supports efficient funding and booking strong customer service and compliant fleet management operations.
Required Experience:
Unclear Seniority
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