About the role

The Business Relationship Analyst supports sales and operations by managing customer account requests and preparing portfolio reports. They also collaborate with internal teams to analyze fleet data and develop strategic customer dashboards.

What they look for

Financial services Data analysis Customer relationship management Reporting Portfolio management Communication skills Time management Business analytics Strategic planning Kaizen Continuous improvement Customer experience Fleet management

Requirements

Candidates must have at least 5 years of experience in the financial services industry and possess strong communication and organizational skills. A bachelor's degree in a business-related field or equivalent work experience is required.

Full description

Department: Sales – Commercial Equipment – CP5200

Reports to: Business Relationship Manager

Job Level: 14

Job Code: TBD

FLSA Status: Non-Exempt

Location: TICF HQ – Coppell, TX

About the Job:

The Business Relationship Analyst will support the TICF Sales and Operations teams to address requests from existing TICF customers. This position will also provide reporting on customer portfolios, adding value to TICF customers.

What You’ll Do:

Existing Fleet Management

Collaborate with TICF departments to process account requests and concerns

Support RSM team with customer account requests

Support Business Relationship Manager in the creation of data and graphics for customer presentations

Prepare financed assets reports for customers

Monitor department inbox and act on email requests

Interact directly with TICF customers to handle special requests

Growth and Partnership Opportunities

Analyze TICF portfolio and TMH fleet data to look for synergies and areas of alignment

Support Business Relationship Manager and work with TICF BI and Analytics team to create customer dashboard

Participate in key strategic initiatives supporting the growth of TICF’s customer base

Qualifications You’ll Need:

5+ years of experience in the financial services industry, with knowledge of TICF systems and processes.

Ability to assess customer finance needs and develop solutions accordingly.

Demonstrate sound oral and written communications skills as well as the ability to organize their time and information.

The ability to work in a constant state of alertness and safe manner.

BA/BS in a business related subject of equivalent work experience.

Job Competencies

Customer First: Demonstrate a consistent passion to exceed internal and external customer expectations. Focus on creating an exceptional customer experience.

One TICF: Foster a One TICF mindset. Operate with a broad view of the organization, understanding how your role impacts others within the organization. Collaborate and effectively communicate within teams, cross functionally, presenting a One TICF experience for dealers and customers. Support the company Hoshin and Vision.

Mindset of Continuous Improvement: Challenge self and others to continuously look for ways to improve TICF business processes and deliver value to the customer. Identify problems, remove inefficiencies, innovate, and challenge the status quo. Apply a Kaizen (continuous improvement) mindset in day-to-day tasks and projects - big or small.

Demonstrate Inclusive Behaviors: Foster an inclusive environment where everyone can thrive and feels welcomed, valued, respected, and heard. Be curious, listen to, understand, and capitalize on diverse perspectives. Show gratitude and consistently demonstrate respect for people.

Learn, Grow, Develop: Continuous improvement of yourself and others. Ask for and give constructive feedback. Invest in your growth and development by taking on challenging assignments and applying learned concepts.