Dealer Account Representative

First Business Financial Services, Inc. Indianapolis , IN 46218

Posted 2 months ago

Join our winning team as the Dealer Account Representative!

Due to the COVID-19 crisis, this role will not start until First Business employees are in the office and able to conduct in-person interviews. In the meantime we would like to start the conversation and get to know you.

At First Business Bank, we've built a team whose expertise extends to specific types of businesses and the unique challenges they face. We serve businesses, their owners and executives, and high net worth individuals - with a model that provides unexpected levels of customer service and expertise. We take an individual approach to our client's banking needs and pride ourselves on responsiveness. First Business Bank offers a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, and several specialty lending business lines which include SBA, factoring, asset based lending, floorplan finance, and equipment finance.

We are a growing company with opportunities that are vital to the operations and success of the company and see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals.

The Dealer Account Representative is the primary contact who services the day to day floorplan needs of the dealer and the auto auctions through system management and customer service. Success is achieved through exceptional organizational skills, communication skills, and collaboration with internal and external stakeholders.


  • Primarily responsibility is to administer the dealer and auction relationship.

  • Process new loans within established cutoff and/or turn times.

  • Manage titles coming from auctions and sending titles to dealers upon payoffs or on a title release within established cutoff and/or turn times

  • Onboard new dealers by setting up their account in our system and assuring all documentation is complete

  • Reconcile monthly lot audit inspections and communicate results to management

  • Assure that dealers maintain compliance with their agreement and exercise collection skills when necessary

  • Provide best in class customer service to dealers and auctions

  • Develop a thorough understanding of the bank's policies, processes and procedures.


  • Prior work experience in financial services and/or auto auction industry is required.

  • Familiarity with concepts, procedures and processes typically used in automotive and financial services industries is required.

  • Able to effectively and professionally communicate with dealer partners, auction partners and team members.

  • Self-motivated, independent and able to effectively utilize training and resource materials.

  • Must be able to multi-task and complete projects within established deadlines.

  • Effectively prepare or review of documents and reports using Microsoft Office based products, Customer Relationship Management (CRM) tools and internal work queues at a satisfactory pace.

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Dealer Account Representative

First Business Financial Services, Inc.