Indirect Dealer Relations Manager
Mountain America Credit Union, Billings Metropolitan Area, Montana, United States
# **Please reference the schedule and minimum qualifications listed below before applying.**If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.# **Job Summary**The position is responsible for encouraging and motivating a team to attain productivity goals, provide a consistently positive experience for credit union members, and adhere to all regulatory requirements. The ability to find, develop, and support team members is critical to the role.# **Job Description****LOCATION**Off-site Idaho**SCHEDULE**Full TimeTo be effective, an individual must be able to perform each job duty successfully.* Provides day-to-day leadership, direction, and support to sales staff for achieving continuous improvements in internal/external customer service and in work processes to more effectively use resources. Promotes by personal leadership a work environment based on trust, teamwork, open and honest communication, and empowerment.* Hires, and establishes performance requirements and personal development targets for direct reports, and regularly monitors their performance and gives coaching for continuous improvement and development. Typically spread over a large geographical area.* Represents and participates in various civic and community functions to further enhance Mountain America’s image and develop strategic dealer relationships.* Supervises field reps who are remote and not in immediate proximity of the leader.* Partners with credit teams to identify and target strategic dealer relationships that can be deepened.* Makes recommendations to Director of Indirect on new dealer activation or existing dealer deactivation based on data driven by the dealer scorecard.* Serves as escalation point for dealer issues surfaced by dealer relations field reps.* Collects feedback from dealers via the field reps and synthesizes it to identify areas for improvement.
Works closely with the credit managers and director to make adjustments based upon dealer feedback.* Deep understanding of credit to support the credit teams in the field.* Ensures the Credit Union's professional image and atmosphere is conducive to a sales and quality service culture.* Actively solicits new business from existing and potential Dealers.* Documents sales calls, visits, and results and provide weekly, monthly, and other status reports as required.* Stays abreast of industry related offerings and emerging technology to create an ongoing exceptional member service experience.* Perform other duties as assigned.**KNOWLEDGE, SKILLS, and ABILITIES**Must have a knowledge and understanding of credit union consumer protection products, insurance related software platforms, policies, and procedures. Must be able to effectively form cross-functional cooperation across any credit union team. Ability to communicate effectively. Understands the credit union value proposition, with an ability to frame decisions accordingly.**Experience**5+ years of professional leadership experience in a progressive financial setting3+ years sales leadership experience.**Education**Bachelor’s degree or completion of a specialized course of study at a business or trade school or four years of similar related experience.**Licenses, Certifications, Registrations**N/A**Managerial Responsibility**Has managerial responsibility for a group of employees with diversified functions. Policies and practices may be implemented through subordinate supervisors. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates, coaches and reviews the work of assigned staff. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy/disciplinary action.**Computer/Office Equipment Skills*** Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel* Experience with analytical and reporting software preferred.* Demonstrated experience with Symitar. CUDL/Allegro preferred.**Language Skills*** Demonstrated ability to clearly express ideas, methodology, results, and recommendations verbally, in writing and through insightful reports and graphic illustrations.* Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.**Other Skills and Abilities*** Ability to work both autonomously and collaboratively in a fast-paced environment.* Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines.* Adaptive to change, responds positively to altered circumstances or conditions.* Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.* Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.* Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams.* Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)**PHYSICAL ABILITIES / WORKING CONDITIONS****Physical Demands**Ability to sit, talk and hear consistently.Ability to stand, walk, and use hands to handle or reach occasionally.**Vision Requirements**Close vision (clear vision at 20 inches or less)Distance vision (clear vision at 20 feet or more)**Weight Lifted or Force Exerted**Ability to lift up to 10 pounds occasionally.**Environmental**There are no unusual environmental factors (such as a typical office)**Noise Environment**Moderate noise (business office with computers and printers, light traffic)#LI-FW1Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.Follow @MountainAmericaLife on
and
to see why our team members love working at Mountain America!Mountain America Credit Union is one of the foremost financial institutions in the country, with more than 95 branches located in 5 states (Utah, Idaho, Nevada, Montana, and Arizona). We believe that a healthy balance between work, home life, and play is essential to our team members and our success. We offer a friendly, comfortable and inclusive work environment, fun employee activities and exciting charity events to ensure that no day is dull at Mountain America.Our purpose is to help members enjoy a good life by providing them a positive incentive to save and manage their finances. We also give members easy access to their accounts and allow them to control their funds in a variety of ways, including ATMs, online home banking, mobile banking, direct deposit, automatic payment options and access through a large branch network. When making decisions, we always put members' needs first. It's just the way we do business and a part of the "people helping people" philosophy of credit unions. #J-18808-Ljbffr
Works closely with the credit managers and director to make adjustments based upon dealer feedback.* Deep understanding of credit to support the credit teams in the field.* Ensures the Credit Union's professional image and atmosphere is conducive to a sales and quality service culture.* Actively solicits new business from existing and potential Dealers.* Documents sales calls, visits, and results and provide weekly, monthly, and other status reports as required.* Stays abreast of industry related offerings and emerging technology to create an ongoing exceptional member service experience.* Perform other duties as assigned.**KNOWLEDGE, SKILLS, and ABILITIES**Must have a knowledge and understanding of credit union consumer protection products, insurance related software platforms, policies, and procedures. Must be able to effectively form cross-functional cooperation across any credit union team. Ability to communicate effectively. Understands the credit union value proposition, with an ability to frame decisions accordingly.**Experience**5+ years of professional leadership experience in a progressive financial setting3+ years sales leadership experience.**Education**Bachelor’s degree or completion of a specialized course of study at a business or trade school or four years of similar related experience.**Licenses, Certifications, Registrations**N/A**Managerial Responsibility**Has managerial responsibility for a group of employees with diversified functions. Policies and practices may be implemented through subordinate supervisors. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates, coaches and reviews the work of assigned staff. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy/disciplinary action.**Computer/Office Equipment Skills*** Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel* Experience with analytical and reporting software preferred.* Demonstrated experience with Symitar. CUDL/Allegro preferred.**Language Skills*** Demonstrated ability to clearly express ideas, methodology, results, and recommendations verbally, in writing and through insightful reports and graphic illustrations.* Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.**Other Skills and Abilities*** Ability to work both autonomously and collaboratively in a fast-paced environment.* Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines.* Adaptive to change, responds positively to altered circumstances or conditions.* Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.* Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.* Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams.* Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)**PHYSICAL ABILITIES / WORKING CONDITIONS****Physical Demands**Ability to sit, talk and hear consistently.Ability to stand, walk, and use hands to handle or reach occasionally.**Vision Requirements**Close vision (clear vision at 20 inches or less)Distance vision (clear vision at 20 feet or more)**Weight Lifted or Force Exerted**Ability to lift up to 10 pounds occasionally.**Environmental**There are no unusual environmental factors (such as a typical office)**Noise Environment**Moderate noise (business office with computers and printers, light traffic)#LI-FW1Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.Follow @MountainAmericaLife on
and
to see why our team members love working at Mountain America!Mountain America Credit Union is one of the foremost financial institutions in the country, with more than 95 branches located in 5 states (Utah, Idaho, Nevada, Montana, and Arizona). We believe that a healthy balance between work, home life, and play is essential to our team members and our success. We offer a friendly, comfortable and inclusive work environment, fun employee activities and exciting charity events to ensure that no day is dull at Mountain America.Our purpose is to help members enjoy a good life by providing them a positive incentive to save and manage their finances. We also give members easy access to their accounts and allow them to control their funds in a variety of ways, including ATMs, online home banking, mobile banking, direct deposit, automatic payment options and access through a large branch network. When making decisions, we always put members' needs first. It's just the way we do business and a part of the "people helping people" philosophy of credit unions. #J-18808-Ljbffr