Financial Services Manager

About the role

Premier Truck Group is actively seeking a dedicated Financial Services Manager to join our organization and contribute to the growth of our premium commercial vehicle operations. In this capacity, you will own the entire financial sales lifecycle, guiding customers from initial interest to funded agreement and long-term retention. You will act as a strategic partner to both customers and internal stakeholders, ensuring that financial solutions align with business objectives and customer needs. A core part of your ownership involves developing and executing strategies that drive finance inclusion, profitability, and portfolio quality. You will leverage your expertise to identify opportunities, mitigate risk, and convert complex financial products into clear value propositions. This role demands a proactive approach to building and maintaining strong, trust-based relationships with clients and partners. Ultimately, you will be responsible for delivering measurable financial results while upholding the highest standards of compliance and operational excellence.

Key facts

What you'll do

• Analyze customer financial profiles and credit data to design tailored financing and insurance solutions that meet specific needs.
• Structure and submit credit applications to a diverse network of lending sources, managing the workflow to secure timely approvals.
• Present and sell financing options, insurance products, service contracts, and warranties to commercial vehicle customers with clarity and confidence.
• Build and maintain resilient partnerships with banks, insurance providers, and other financial institutions to secure favorable terms and streamline processes.
• Coordinate closely with sales leadership and front-line staff to improve finance inclusion, drive profitability, and enhance customer retention rates.
• Guarantee the accuracy, completeness, and timely submission of all finance, lease, and regulatory paperwork for every transaction.
• Translate complex financial jargon and product features into understandable benefits that resonate with different customer profiles and decision-makers.
• Coach and mentor sales teams on lender criteria, product knowledge, and regulatory obligations to elevate the overall quality of financial discussions.
• Track key performance indicators, compile detailed finance reports, and support departmental targets through data-driven insights and accountability.
• Observe all federal, state, local, and internal company rules, ensuring that compliance is embedded in every interaction and decision.
• Collaborate with internal stakeholders to resolve customer issues, clarify finance agreements, and ensure a seamless post-sale experience.
• Identify trends in the commercial vehicle market and adjust financing strategies to align with evolving customer expectations and industry standards.
• Serve as the primary financial advisor for key accounts, providing ongoing support and guidance throughout the vehicle ownership lifecycle.
• Utilize finance systems and Microsoft Office tools to manage workflows, document processes, and maintain accurate records efficiently.

Requirements

• Demonstrate proven sales and customer relationship abilities within a commercial or retail environment.
• Maintain a focus on ethics and integrity in all interactions, particularly when handling sensitive financial information.
• Bring preferred experience from automotive, commercial vehicle, or finance insurance operations to the role.
• Analyze credit data effectively and design financing structures that balance risk with customer accessibility.
• Coordinate smoothly with multiple lenders, ensuring clear communication and alignment on requirements and timelines.
• Exhibit strong communication, negotiation, and organizational skills in high-stakes and time-sensitive situations.
• Show proficiency with finance systems and Microsoft Office to support daily workflows and reporting needs.
• Hold or be capable of earning the appropriate state insurance license where required by regulation or job scope.
• Welcome bilingual applicants who can engage with diverse customers across various channels and cultural contexts.
• Adhere strictly to company policies, regulatory standards, and compliance protocols in every transaction.

Nice to have

• Preferred experience in commercial vehicle finance or dealership financial services environments.
• Familiarity with industry-specific lending products and regulatory frameworks.
• Background in coaching or training sales teams on financial product knowledge.

Practical notes

This position is based in Reading, Pennsylvania, and requires adherence to the location specified in the job identification. The engagement is full time, with compensation ranging from $75,000.00 to $95,000.00 on an annual basis. Candidates should verify remote work policies, exact start dates, and detailed benefits packages Specific job identification references include INDEED-ADMIN. The information outlined here reflects the current duties and qualifications detailed in the official job description.