Relationship Associate – Floor Planning
We are seeking a Relationship Associate with experience in managing accounts, analyzing data, building relationships, and working as part of a team to meet branch goals. The role involves providing financing (floorplanning) for independent auto dealers, driving customer experience and organic growth opportunities.
Responsibilities
- Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.
- Identify dealer needs to promote product solutions and campaigns.
- Manage accounts and enhance dealer growth by engaging in focused performance‑related discussions.
- Manage, service, and mitigate risk on customer accounts.
- Manage existing accounts and drive new growth opportunities.
Qualifications
- Two years of experience in customer‑facing, sales, or sales support roles.
- A valid Class 5 driver's license...