Dealer Relationship Representative (Onsite)
Frontwave Credit Union, Oceanside, CA, United States
Overview
The Dealer Relationship Representative will develop, maintain and grow business relationships with dealerships for the Indirect Lending business, which includes automotive, motorcycle, recreational vehicle, marine and solar. Responsible for driving business results by expanding the credit union’s Indirect lending business through effective relationship building. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new business partners. Maintain quality service standards set by the organization.
About Frontwave Credit Union Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.
What’s In It For You
Competitive pay, 401k matching, mortgage and auto discounts.
9-27 days of PTO per year (based on tenure), VTO and 10 paid holidays.
Affordable medical, dental, vision health plans, and Flexible Spending Account.
Employee Assistance Program with a variety of services.
Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.
Culture of excellence and continuous improvement.
We strive to be the best place you’ve ever worked!
Responsibilities Essential Duties and Responsibilities Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures.
Developing and maintaining relationships with dealers and contractors in their assigned territory, advising them on Frontwave’s programs, products and services, and underwriting guidelines, in their specific market and policies and procedures as a whole.
Majority of time is spent deepening relationships by day to day management of dealer accounts, assisting in the loan process, and providing best in class customer service and generally acting as a liaison between dealerships/contractors and the corporate office.
Responsible for meeting or exceeding monthly goals related to funding, look to book, and dealer sign ups.
Makes regular and effective business development calls to existing and prospective business partners for gaining new business while providing a high level of quality service and sales delivery.
Provides business partners with thorough and complete education and training on Frontwave processes to ensure efficient and timely loan decisions and closing.
Works with business partners to resolve process issues. Monitors current business partner relationships to ensure that existing practices meet established Frontwave standards.
Serve as the lead point of contact for all customer relationship matters.
Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
Develops new business with existing clients and/or identify areas of improvement to meet goals.
Monitor key metrics including originations, approvals, and closing ratios.
Provides best in class customer services through daily interaction with all internal and external associates and dealers.
Liaises with cross-functional internal teams to improve the entire customer experience.
Establishes and cultivates relationships with all dealership personnel in order to support growth targets.
Provides follow up on outstanding approvals given and their current status.
Supports originations, enterprise fraud, titles, and various other internal departments as needed.
Establishes targets within their territory and coordinating meetings with dealer principals and dealer lending partners.
Facilitates term sheet presentations and collecting financial information and required closing documents.
Educates the dealerships about new policies and guidelines.
Delivers effective sales presentations to targeted groups and/or potential or existing business partners, using visual sales tools and handout materials.
Complete annual due diligence review of Indirect business partners
Participate in AML/BSA compliance training as assigned.
Qualifications Education and/or Experience Bachelor’s Degree: Business, Finance, Marketing or equivalent degree.
Or equivalent work experience: Equivalent combination of education and experience may be substituted in lieu of degree.
5-7 years of sales experience in the financial services industry
Sales management in the retail automotive business a plus
Knowledge, Skills and Abilities
Strong marketing, sales and relationship management skills
Demonstrate ability to communicate, present and influence key stakeholders as appropriate
Direct experience demonstrating best in class customer service and relationship building skills
Excellent written and verbal communication and negotiation skills
Strong presentation and public speaking skills
Strong decision-making and problem solving skills
Ability to manage time effectively and prioritize multiple tasks.
Ability to maintain confidentiality.
Ability to create and deliver presentations
Ability to adapt and grow in a competitive environment
Flexibility to manage a territory and travel may be required on a daily basis up to 100% of the time, including weekends
Ability to resolve disputes to a level that satisfies all parties.
Salary Range: $71,884.27 - $107,826.41
Service Excellence Standards
We see it. We own it. We get it done.
We ignite positive experiences.
We do things right every time.
We are collaborators - united, cohesive and engaged
We innovate and evolve.
We create memorable experiences for life.
We starts with me.
#J-18808-Ljbffr
About Frontwave Credit Union Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.
What’s In It For You
Competitive pay, 401k matching, mortgage and auto discounts.
9-27 days of PTO per year (based on tenure), VTO and 10 paid holidays.
Affordable medical, dental, vision health plans, and Flexible Spending Account.
Employee Assistance Program with a variety of services.
Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.
Culture of excellence and continuous improvement.
We strive to be the best place you’ve ever worked!
Responsibilities Essential Duties and Responsibilities Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures.
Developing and maintaining relationships with dealers and contractors in their assigned territory, advising them on Frontwave’s programs, products and services, and underwriting guidelines, in their specific market and policies and procedures as a whole.
Majority of time is spent deepening relationships by day to day management of dealer accounts, assisting in the loan process, and providing best in class customer service and generally acting as a liaison between dealerships/contractors and the corporate office.
Responsible for meeting or exceeding monthly goals related to funding, look to book, and dealer sign ups.
Makes regular and effective business development calls to existing and prospective business partners for gaining new business while providing a high level of quality service and sales delivery.
Provides business partners with thorough and complete education and training on Frontwave processes to ensure efficient and timely loan decisions and closing.
Works with business partners to resolve process issues. Monitors current business partner relationships to ensure that existing practices meet established Frontwave standards.
Serve as the lead point of contact for all customer relationship matters.
Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
Develops new business with existing clients and/or identify areas of improvement to meet goals.
Monitor key metrics including originations, approvals, and closing ratios.
Provides best in class customer services through daily interaction with all internal and external associates and dealers.
Liaises with cross-functional internal teams to improve the entire customer experience.
Establishes and cultivates relationships with all dealership personnel in order to support growth targets.
Provides follow up on outstanding approvals given and their current status.
Supports originations, enterprise fraud, titles, and various other internal departments as needed.
Establishes targets within their territory and coordinating meetings with dealer principals and dealer lending partners.
Facilitates term sheet presentations and collecting financial information and required closing documents.
Educates the dealerships about new policies and guidelines.
Delivers effective sales presentations to targeted groups and/or potential or existing business partners, using visual sales tools and handout materials.
Complete annual due diligence review of Indirect business partners
Participate in AML/BSA compliance training as assigned.
Qualifications Education and/or Experience Bachelor’s Degree: Business, Finance, Marketing or equivalent degree.
Or equivalent work experience: Equivalent combination of education and experience may be substituted in lieu of degree.
5-7 years of sales experience in the financial services industry
Sales management in the retail automotive business a plus
Knowledge, Skills and Abilities
Strong marketing, sales and relationship management skills
Demonstrate ability to communicate, present and influence key stakeholders as appropriate
Direct experience demonstrating best in class customer service and relationship building skills
Excellent written and verbal communication and negotiation skills
Strong presentation and public speaking skills
Strong decision-making and problem solving skills
Ability to manage time effectively and prioritize multiple tasks.
Ability to maintain confidentiality.
Ability to create and deliver presentations
Ability to adapt and grow in a competitive environment
Flexibility to manage a territory and travel may be required on a daily basis up to 100% of the time, including weekends
Ability to resolve disputes to a level that satisfies all parties.
Salary Range: $71,884.27 - $107,826.41
Service Excellence Standards
We see it. We own it. We get it done.
We ignite positive experiences.
We do things right every time.
We are collaborators - united, cohesive and engaged
We innovate and evolve.
We create memorable experiences for life.
We starts with me.
#J-18808-Ljbffr