Dealer Services Production - Dealer Relationship Manager at Golden 1 Credit Union in Fresno, CA, USA

Job description

• 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.

Responsibilities

• 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.

Requirements

• 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

Skills

Required

• Relationship management
• Data analysis
• CRM usage
• Knowledge of indirect lending
• Compliance with BSA, AML, fair lending

Benefits

• Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.
• 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