Dealer Relationship Manager
Patelco Credit Union, Dublin, CA, United States
About Patelco Credit Union
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.
Overview In this role, responsibilities will include maintaining and developing relationships with existing dealerships within assigned markets, providing training on Patelco’s loan program, soliciting contracts for qualified applicants and assisting in resolving funding delays. This position will build business by onboarding new dealerships and demonstrating value to dealer management and divisions, which requires thorough knowledge of program capabilities and the auto finance industry. The successful candidate must have the ability to meet sales goals and travel demands. This position will be responsible for growth in the respective market. This role will be based out of our Dublin headquarters and will include travel throughout the Sacramento and Central Valley area.
Responsibilities
Manage existing relationships, educate, and develop dealerships new to the program
Compiles lists of prospective dealerships and schedules visits to stimulate interest
Works with the Indirect teams to meet established volume objectives
Works with the Indirect Underwrites and Funders to assist dealer in resolving problems with contracts received and any escalated problems
Conducts training on Patelco Credit Union’s loan guidelines with dealership’s finance and sales manager to effectively maximize production
Communicates frequently with Director, Indirect Lending regarding volume and areas of concern
Contributing member for Dealer Oversight Committee; monitor and report dealer performance, and recommend appropriate action
Analyze data submission trends by dealer to identify performance gaps, emerging opportunities, and areas for growth.
Prepares log of dealer visits and submits expense reports within deadlines
Stay abreast of competitive intelligence, understanding competitor programs’ strengths and weaknesses, product effectiveness and soliciting dealer customer feedback
Required to meet sales goals and travel demands; 80+% travel required
Develop potential partnerships for future car sale events and provide on-site support during car sales
Participate in networking opportunities that involve dealerships
Leverage data insights to develop targeted outreach strategies that increase funded volume and penetration
Provide regular performance reporting and recommendation to Lending and management teams to support strategic planning and decisions
Perform other tasks as assigned
Qualifications
Five to seven years successful experience as a dealer Relationship Representative for an indirect auto lender
College degree in marketing, sales or business is preferred, and/or 2+ years of automotive sales and finance experience
Must have proper vehicle and CA driver’s license required
Retail automotive experience, preferably in finance
Knowledge of auto buying programs, benefits, and features
High School diploma required
Target Base Pay $75,912 - $89,315/ yr
Compensation At Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.
We Offer Physical Health
Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities
Financial Health
Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement
Emotional Health
Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays
Personal Development
On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work
Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans
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Overview In this role, responsibilities will include maintaining and developing relationships with existing dealerships within assigned markets, providing training on Patelco’s loan program, soliciting contracts for qualified applicants and assisting in resolving funding delays. This position will build business by onboarding new dealerships and demonstrating value to dealer management and divisions, which requires thorough knowledge of program capabilities and the auto finance industry. The successful candidate must have the ability to meet sales goals and travel demands. This position will be responsible for growth in the respective market. This role will be based out of our Dublin headquarters and will include travel throughout the Sacramento and Central Valley area.
Responsibilities
Manage existing relationships, educate, and develop dealerships new to the program
Compiles lists of prospective dealerships and schedules visits to stimulate interest
Works with the Indirect teams to meet established volume objectives
Works with the Indirect Underwrites and Funders to assist dealer in resolving problems with contracts received and any escalated problems
Conducts training on Patelco Credit Union’s loan guidelines with dealership’s finance and sales manager to effectively maximize production
Communicates frequently with Director, Indirect Lending regarding volume and areas of concern
Contributing member for Dealer Oversight Committee; monitor and report dealer performance, and recommend appropriate action
Analyze data submission trends by dealer to identify performance gaps, emerging opportunities, and areas for growth.
Prepares log of dealer visits and submits expense reports within deadlines
Stay abreast of competitive intelligence, understanding competitor programs’ strengths and weaknesses, product effectiveness and soliciting dealer customer feedback
Required to meet sales goals and travel demands; 80+% travel required
Develop potential partnerships for future car sale events and provide on-site support during car sales
Participate in networking opportunities that involve dealerships
Leverage data insights to develop targeted outreach strategies that increase funded volume and penetration
Provide regular performance reporting and recommendation to Lending and management teams to support strategic planning and decisions
Perform other tasks as assigned
Qualifications
Five to seven years successful experience as a dealer Relationship Representative for an indirect auto lender
College degree in marketing, sales or business is preferred, and/or 2+ years of automotive sales and finance experience
Must have proper vehicle and CA driver’s license required
Retail automotive experience, preferably in finance
Knowledge of auto buying programs, benefits, and features
High School diploma required
Target Base Pay $75,912 - $89,315/ yr
Compensation At Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.
We Offer Physical Health
Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities
Financial Health
Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement
Emotional Health
Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays
Personal Development
On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work
Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans
#J-18808-Ljbffr