Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Service Finance Dealer Concierge

SunTrust Investment Services, Inc.

Job Title

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

Required Qualifications:

• 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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Service Finance Dealer Concierge in Boca Raton, FL vacancy
  •  ...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.... 
    Suggested
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist Inc

    Boca Raton, FL
    14 hours ago
  • LRP Media Group in Boca Raton, Florida, seeks a professional dedicated to servicing and retaining dealer relationships in Service Finance. This role involves managing daily pipelines and providing dealers with necessary program updates. The ideal candidate will possess... 
    Suggested

    LRP Media Group

    Boca Raton, FL
    2 days ago
  •  ...journeys. This role involves managing client inquiries, assisting with travel bookings, and ensuring satisfaction through exceptional service. Ideal candidates should be detail-oriented with strong communication skills and a passion for travel. The company offers a... 
    Suggested
    Remote work

    Manatal

    Boca Raton, FL
    4 days ago
  • Job Description Job Description Luxurious Condominium located on the beach Set schedule / 4 days a week Monday and Tueday (2:30pm-10:30pm) Thursday and Saturday (6:30am-2:30pm) Job Description Monitoring the property from our CCTV system and walking on...
    Suggested
    For contractors

    750 OCEAN INC.

    Boca Raton, FL
    4 days ago
  •  ...A travel service company is seeking Client Experience Partners to provide exceptional support to clients in planning and booking their travel. This remote position requires excellent communication skills and a reliable internet connection. Ideal candidates should have... 
    Suggested
    Remote work

    Travel With Lani

    Boca Raton, FL
    4 days ago
  • $350k

     ...A well-established, multi-specialty group seeks Family Medicine physicians to join its concierge teams in Boca Raton and Tequesta, Florida. Opportunity Details ~ The physician will practice in an all-outpatient setting ~ Work in a small team ~ See 8-10 patients... 
    Monday to Friday

    Enterprise Medical Recruiting

    Boca Raton, FL
    5 days ago
  • $15 per hour

     ...Concierge / Front Desk Job Category: CHW Requisition Number: CONCI003463 Posted: June 24, 2025 Full-Time Location: Artis...  ...accept deliveries, and provide administrative support for business services as needed. The Concierge will exemplify The Artis Way by... 
    Full time
    Work at office
    Immediate start

    Artis Offer Letter

    Boca Raton, FL
    2 days ago
  •  ...A concierge medicine practice in the Boca Raton area is recruiting to replace a retiring practice owner who is looking to sell the practice, including a full patient panel. ~ Shares an office with another independent provider, staff on board, and 3 exam rooms... 
    Work at office

    Enterprise Medical Recruiting

    Boca Raton, FL
    3 days ago
  •  ...Membership Concierge II As a Membership Concierge II, you will serve as a professional in account maintenance, service delivery, programming insight and member/guest engagement. Grow your skills and build your professional network through self-directed progression... 
    Shift work

    Lifetime

    Boca Raton, FL
    4 days ago
  • $60k - $175k

     ...logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200... 
    Full time
    Local area

    Citigroup Inc

    Boca Raton, FL
    18 hours ago
  •  ...logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200... 
    Local area

    Citigroup Inc

    Boca Raton, FL
    1 day ago
  • $60k - $120k

     ...Insight Global is partnering with a leading private equity firm based in Boca Raton, who is expanding its Financial Services Group after strategically bringing fund accounting inhouse. Due to continued growth, the firm is hiring Fund Accountants (various experience levels... 

    Insight Global

    Boca Raton, FL
    14 hours ago
  • $18.64 per hour

     ...and maintain a welcoming environment. A successful candidate will have strong communication skills and at least 1 year of customer service experience. The position offers an hourly rate of $18.64, generous paid time off, and a quarterly bonus plan, fostering a bright and... 
    Hourly pay

    Regus Management Group, LLC

    Boca Raton, FL
    2 days ago
  •  ...Marquis MD is redefining modern concierge medicine - converging high-touch primary care,...  ...in concierge and personalized healthcare services whilst proactively adapting strategies to...  ...clinical operations, technology, marketing, finance, compliance, and member services.... 

    ICBD Holdings LLC

    Boca Raton, FL
    19 hours ago
  •  ...and support a luxurious showroom experience. A passion for timepieces and/or jewelry, along with excellent communication and client service skills, are essential. This position requires a high school diploma and at least one year of retail sales experience. Flexibility... 
    Weekend work
    Afternoon shift

    Mayors Jewelers

    Boca Raton, FL
    14 hours ago
  • A leading fitness studio in Boca Raton is seeking a Client Specialist to provide excellent customer service and maintain studio operations. Responsibilities include assisting clients, managing Fuel Bar services, and ensuring a clean and welcoming environment. Ideal candidates... 
    Full time
    Part time

    Barry's

    Boca Raton, FL
    14 hours ago
  •  ...healthcare provider in Deerfield Beach is seeking a Care Facilitator to serve as a patient advocate delivering exceptional customer service. This role involves checking patients in and out, verifying insurance, and ensuring patient comfort. The ideal candidate will... 
    Hourly pay

    ChenMed

    Deerfield Beach, FL
    1 day ago
  •  ...to manage customer interactions and support within our workspace community. In this role, you will ensure clients enjoy exceptional service, handle administrative tasks, and assist in organizing community events. The ideal candidate has strong customer service skills, is... 

    IWG plc

    Boca Raton, FL
    14 hours ago
  •  ...functions. A high school diploma is required, with a preference for candidates holding a degree in a related field. Previous experience in customer service or healthcare is highly valued. This role emphasizes patient-centered care and teamwork. #J-18808-Ljbffr Life Time Inc.

    Life Time Inc.

    Boca Raton, FL
    14 hours ago
  •  ...luxury retail brand in Boca Raton is hiring a Fashion Consultant for the Fifth Avenue Club. The role emphasizes exceptional customer service, establishing and managing client relationships, and meeting sales targets in a fashion-driven environment. Candidates should have... 

    Saks Fifth Avenue

    Boca Raton, FL
    14 hours ago
  •  ...Get Off the Treadmill and Practice Medicine the Way You Always Intended To Marquis MD is a physician-led concierge medical practice created for primary care physicians who want to practice at the highest level — without the volume pressure, administrative burden, or... 

    ICBD Holdings LLC

    Boca Raton, FL
    1 day ago
  • $280k - $325k

     ...Job Description Concierge Internal Medicine Physician Location: Boca Raton, FL A premier physician-owned, membership-based practice is seeking one or two highly skilled, dedicated, and Board-Certified Internal Medicine Physicians. The practice focuses on delivering... 
    Full time
    Relocation

    MASC Medical

    Boca Raton, FL
    2 days ago
  • $70k - $90k

     ...About the Brand Ring Concierge ( is the leading luxury jeweler committed to designing for women, by women. Founded by Nicole Wegman...  ...Boca Raton. About the Role We are seeking a sophisticated, service-driven General Manager to lead our boutique powered by the Leap... 
    Local area
    Flexible hours
    Afternoon shift

    LEAP Inc

    Boca Raton, FL
    4 days ago
  •  ...enhance patient experience, and ensure operational excellence. Ideal candidates will have 15+ years of senior leadership in patient services and possess a Master’s degree in relevant fields. The role includes driving revenue growth and developing a patient-first culture,... 

    ICBD

    Boca Raton, FL
    4 days ago
  • ICBD Holdings is looking for a visionary Chief Executive Officer to lead Marquis MD, a rapidly scaling concierge medicine company in Boca Raton, Florida. The ideal candidate will have over 15 years of senior leadership experience, an MBA, and a track record of managing... 
    Flexible hours

    ICBD Holdings

    Boca Raton, FL
    4 days ago
  • Overview Position Summary The Membership Concierge Leader delivers a best-in-class experience for all members and guests through leadership...  ...a culture which delivers excellence in the guest experience, service execution and member retention as aligned with our premium... 
    Work at office

    Life Time Inc.

    Boca Raton, FL
    3 days ago
  •  ...growth-oriented Chief Executive Officer to lead Marquis MD, a concierge medicine company in Boca Raton, Florida. The CEO will focus on...  ...degree and 15+ years of senior leadership experience in patient services or concierge medicine, along with a proven track record in... 

    ICBD Holdings, LLC.

    Boca Raton, FL
    4 days ago
  • Life Time Inc. in Boca Raton is searching for a Membership Concierge Leader to enhance the member experience and lead the Membership Concierge Team. This role involves delivering excellence in service, overseeing member retention efforts, and ensuring seamless operations... 

    Life Time Inc.

    Boca Raton, FL
    3 days ago
  •  ...Concierge Physician Medical Specialists of the Palm Beaches (MSPB) is seeking a skilled and compassionate Concierge Physician to join...  ...union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental... 
    Temporary work

    Medical Specialists of the Palm Beaches

    Boca Raton, FL
    2 days ago
  • A concierge medical practice is seeking a primary care physician to practice in a supportive, patient-focused environment. The ideal candidate will have an M.D. or D.O. degree, be board certified, and hold an unrestricted medical license in Florida. This role offers competitive... 

    ICBD Holdings, LLC.

    Boca Raton, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Service Finance Dealer Concierge. Be the first to apply!