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Service Finance National Accounts Manager - Dealer; Home Improvement Lending

Job in Charlotte, Mecklenburg County, North Carolina, 28230, USA
Listing for: Truist
Full Time position
Listed on 2026-01-21
Job specializations:
  • Business
    Business Development
  • Sales
    Business Development
Job Description & How to Apply Below
Position: Service Finance National Accounts Manager - Dealer (Home Improvement Lending) Experience Required
** 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.*
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** Regular or Temporary:*
* Regular

** Language Fluency:
** English (Required)

*
* Work Shift:

*
* 1st shift (United States of America)

** Please review the following job description:*
* The National Accounts Manager's primary role is to build solid long lasting commercial client relationships through consistent delivery of dedicated relationship management. The National Accounts Manager will serve as the primary point of contact for a portfolio of large national Dealers and partners. This role is responsible for driving partner engagement, maximizing loan volume, and ensuring an exceptional experience throughout the relationship.

This position is required to use a consultative approach to educate partners, identify growth opportunities, resolve issues, and deepen relationships.

** ESSENTIAL DUTIES AND RESPONSIBILITIES*
* 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.

1. Responsible for building and developing solid relationships through ownership of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact.

2. Drive partner engagement by providing ongoing training, program updates, and sales enablement support.

3. Identify and develop new business opportunities for Service Finance

4. Ability to support National dealer account strategies through pricing and product offerings.

5. Analyze partner performance and implement strategies to increase loan submissions, approval rates, and funded volume.

6. Proactively identify opportunities for expanding the relationship (e.g., adding new locations, sales reps, or loan programs).

7. Prepare materials and conduct regular account reviews (Quarterly Business Reviews) and business check-ins via phone, video conference, and in-person (as needed).

8. Promptly and effectively resolve any questions, concerns, or technology related challenges using independent and critical thinking skills.

9. Collaborate with internal teams (Sales, Marketing, Legal, Operations) to resolve partner issues quickly and effectively.

10. Monitor usage metrics and escalate at-risk accounts to senior leadership.

11. Maintain detailed records of partner interactions, activity, and progress using CRM tools (e.g., Salesforce) and internal systems.

12. As needed, represent the company at meetings, trade shows, conferences and other industry functions.

13. Provide feedback to leadership and operations teams based on partner needs and market insights.

14. Utilize Truist banking products to deliver deepened commercial client experience to solve Dealer business challenges.

** QUALIFICATIONS*
* 1. Bachelor's degree or an equivalent combination of education and related work experience.

2. Previous sales management experience (6-8+ years) in a business to business sales or relationship management environment

3. Strong communication, interpersonal, and presentation skills.

4. Ability to analyze data and translate it into actionable insights.

5. Proactive, resourceful, and capable of managing nationally recognized high-volume dealer accounts.

6. Proven ability to build internal and external relationships to deliver against business unit and corporate goals.

7. Demonstrated national account experience; developing relationships and closing deals

8. Broad base knowledge of the sales process from lead generation to relationship management.

9. Comfortable working cross-functionally and advocating for partner needs.

10. Proficient with CRMs, sales enablement tools, and virtual communication platforms and Microsoft Office suite of products.

11. Willingness to travel occasionally for partner visits or events (as needed).

12. Customer focused approach

13. Excellent organizational skills

14. Ability to solve complex problems and challenges independently using critical thinking skills.

15. Self-starter

16. Home Improvement Lending (Dealer) experience

*
* Preferred Qualifications:

*
* 16. Experience in lending, fintech, or the home improvement industry is strongly preferred.

17.

Experience with financial products and services for contractors or small business owners.

18. Knowledge of the home improvement, remodeling, or construction industry.

** General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
** All regular teammates (not temporary or…
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