Relationship Associate

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. You will be part of a small, local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in driving a positive customer experience and identifying organic growth opportunities. The ideal candidate will have two years in customer-facing roles, one year in sales or sales support, and a keen eye for attention to detail.

Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles.

Powered by Passion: you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer’s success is built upon the commitment and perseverance of your efforts.

Vision-Driven: you focus on understanding your customers’ future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what’s to come.

Dedicated: you have an unwavering “people-first” commitment to ensure success and provide support to your customers and team.

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.