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