Dealer Relationship Manager – Dealer Services Production

🕒 Julho 27

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Golden 1 Credit Union

Golden 1 Credit Union

1001 - 5000 funcionários

Fundada em 1933

🏦 Bancário

💸 Finanças

Banking • Finance

A Golden 1 Credit Union é uma cooperativa de crédito pertencente aos membros e está sediada em Sacramento, Califórnia. Oferece serviços bancários de varejo e empresariais, além de uma ampla gama de serviços financeiros ao consumidor, incluindo múltiplas opções de contas correntes e poupança, certificados de prazo e IRAs, produtos de hipoteca e home equity, empréstimos pessoais e para automóveis, cartões de crédito, serviços de investimento e gestão de patrimônio, e opções de seguros e proteção. A cooperativa de crédito enfatiza ferramentas de banco online e móvel, programas de recompensas para membros e cashback, educação financeira, subsídios e bolsas de estudo para a comunidade, e parcerias (por exemplo, com o Golden 1 Center/Sacramento Kings).

Descrição

• Analyze funding, approval, and submission trends by dealer to identify performance gaps, untapped opportunities, and areas for growth. • Leverage internal reporting tools and external sources (e.g., AutoCount, CUDL) to monitor dealer performance and market share. • Monitor funded volume, active dealer counts, and penetration metrics across assigned territories; use insights to prioritize engagement and drive activation among inactive or low-volume dealers. • Translate data insights into actionable outreach strategies to drive funded volume and penetration. • Provide regular performance updates and recommendations to Lending and management teams to support strategic decisions. • Build and maintain strong, consistent relationships with assigned dealerships, including owners, general managers, finance managers, and key lending contacts. • Conduct regular on-site visits, calls, and virtual meetings to ensure engagement, training, and alignment on business goals. • Utilize and maintain accurate dealer contact information in the CRM system to support automated marketing, targeted outreach, and consistent communication with assigned dealerships. • Promote Golden 1’s lending programs, products, and pricing to maximize dealer utilization and strengthen loyalty. • Partner with Operations to ensure seamless communication and efficient processing throughout the loan approval/funding process. • Serve as a bridge between dealerships and internal departments to ensure collaboration and issue resolution. • Provide regular feedback to management on process efficiencies, dealer satisfaction, and program enhancements to continuously improve the dealer experience. • Maintain awareness of local market conditions, competitor programs, and regulatory updates impacting indirect lending. • Identify and report on competitive strengths and weaknesses.

🎯 Requisitos

• At a minimum Bachelor’s Degree in Business Management or Finance. Equivalent work experience may be substituted for the Degree requirement. • 5 or more years of experience performing similar jobs in a financial institution • Ability to establish, retain and grow strong relationships. • Ability to drive awareness and increase market share, identify growth opportunities. • Travel within field assignments. • Ability to communicate effectively with various levels of management, peers as well as clients. • Superior written and verbal communication skills. • Ensure agreements are presented in line with defined expectations. • Collect and report information on competitive products and service offerings. • Identify and report on competitive strengths and weaknesses. • Ability to exercise discretion and sound judgment in job performance and in interpersonal relationships.

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