Job Title:Dealer Relationship Manager
Status: Exempt
Reports to: Regional Production Manager - Dealer Services Northern CA
Department: Dealer Services Production
Job Code: 3202
Pay Range: $100,000 Annually + Incentives
Location: Remote-in-Field in Fresno, CA
WHO YOU ARE:You are a relationship-focused professional who builds strong partnerships with indirect vehicle dealerships to drive growth, funding volume, and member value. Using data-driven insights and proactive outreach, you identify opportunities to strengthen dealer engagement and improve performance. You deliver exceptional service and measurable results through collaboration, strategic relationship management, and a commitment to excellence.
WHAT YOU'LL DO:- Opportunity Targeting, Data Mining, and Reporting * 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.
- Dealer Relationship Enhancement * 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.
- Interdepartmental Access and Collaboration * Serve as a bridge between dealerships and internal departments-including Lending, Product, and Operations-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. * Support coordination between internal teams for program launches, pricing adjustments, and member service initiatives. * Partner with Home Loans, Consumer Deposits and Business Services Product teams to identify opportunities for expanded relationships within dealership networks, such as employment-based programs. Loan placement, or membership drives.
- Preferred Dealer Network Management * Support the identification, development, and management of a preferred dealer network that demonstrates strong partnership performance, member service, and compliance. * Ensure selected dealerships consistently provide exceptional experiences to Golden 1 members and align with credit union values. * Provide feedback to management on potential additions or removals from the preferred network based on performance and relationship quality.
- Market Insight, Event Planning, and Business Development * Maintain awareness of local market conditions, competitor programs, and regulatory updates impacting indirect lending. * Assist in planning and executing relationship-building events (e.g., dealer roundtables, recognition programs, and tournaments). * Identify opportunities for joint promotional activities that strengthen Golden 1's visibility and drive incremental growth.
- Compliance and Operational Excellence * Ensure adherence to all applicable state and federal regulations, including BSA, AML, and fair lending requirements. * Maintain accurate and timely dealer records, agreements, and documentation. * Demonstrate high professional standards and accountability in representing Golden 1 across the dealer network.
QUALIFICIATIONS AND PREFERENCES:- Bachelor's Degree in Business Management or Finance. Equivalent work experience may be substituted for the Degree requirement. required
- 5+ years performing similar jobs in a financial institution required
Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2465
