Relationship Associate

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...