Jobs · Finance · California

Dealer Merchant Relationship Officer - San Bernardino/Riverside

Valley Strong Credit Union · San Bernardino, CA · 3 wk ago
FinanceFull-time

About the role

The Dealer Merchant Relationship Officer is responsible for indirect auto dealer sales/service calls, problem solving issues, and maintaining strong relationships with dealers/merchants. This role involves establishing, building, and maintaining indirect business relationships, handling complaints, and gathering necessary information to resolve issues.

Responsibilities

  • Maintain strong dealer and merchant relationships
  • Develop new dealer/merchant contacts and relations
  • Sign up new dealers and merchants
  • Determine preferred method of submitting applications (CUDL, RouteOne, Dealertrack)
  • Collect and process appropriate legal paperwork
  • Activate dealers through CUDL’s Lending 360
  • Set dealer/merchant volume goals and monitor progress
  • Handle dealer complaints and develop/maintain dealer confidence
  • Gather information for 2nd look requests at dealerships, provide alternatives for success
  • Create, maintain, and communicate new rate sheets, promotions, and programs
  • Liaison on dealer/merchant issues and recommend win/win solutions to management
  • Communicate program changes to the dealers, as necessary
  • Notify the Director of Wholesale Lending of any negative trends or adverse selection
  • Perform other duties as assigned

Qualifications

  • Minimum 4 Year / Bachelor's Degree
  • Minimum 5 years of experience
  • Ability to add, subtract, multiply, and divide in all units of measure
  • Ability to communicate policies and procedures in an easily understandable manner
  • Compliance with BSA and AML laws and regulations

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