Dealer Relations Representative

Pelican Credit Union•Baton Rouge, LA
•Onsite

About The Position

The Dealer Relations Representative serves as the main point of contact for Pelican Credit Union’s indirect relationships. The role develops, deepens, and maintains relationships with existing and prospective indirect partners in support of the Credit Union’s strategic goals, while advocating for both Pelican and its partners. The representative builds and nurtures profitable dealer and merchant relationships through regular conversations and solicitations, educates partners about the indirect program, and expands the indirect partner territory according to Credit Union objectives. The position also supports dealers and merchants in maximizing program results, reviews agreements for completeness and accuracy, follows up on outstanding items, and tracks and reports monthly visits with actionable feedback. The role is based at Pelican Credit Union’s Corporate Campus in Baton Rouge, Louisiana. The schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., with frequent travel throughout Louisiana, up to 90% of the time, sometimes overnight.

Requirements

  • At least 2 years of lending experience within a financial institution, including underwriting; indirect lending experience is preferred.
  • A two-year college degree in Business Administration, Finance, Economics, or a related field; additional experience may be considered in lieu of education.
  • Excellent oral, written, and telephone communication skills.
  • Strong problem-solving, attention to detail, and member service skills.
  • Knowledge of dealership operations and the indirect finance industry.
  • Willingness to travel up to 90% of the time, sometimes overnight.

Nice To Haves

  • Experience in indirect lending.

Responsibilities

  • Build and nurture positive, profitable business relationships with dealers and merchants through daily conversations and solicitations.
  • Educate dealers and merchants about the Credit Union’s indirect program.
  • Build and expand the indirect territory of indirect partners based on Credit Union objectives.
  • Support and educate dealers and merchants on all aspects of the indirect program to maximize results for the partners and the Credit Union.
  • Review dealer and merchant agreements for completion and accuracy, and work with partners to resolve outstanding items.
  • Track and report monthly visits, providing actionable feedback to strengthen relationships.
  • Perform other job-related duties as assigned.

Benefits

  • Medical, dental, and vision insurance with generous employer premium contributions.
  • Health Savings Account contributions for eligible employees.
  • Employer-paid life insurance.
  • Paid vacation and sick leave.
  • 15 paid holidays each year, including a Cultural Floating Holiday.
  • 401(k) plan with a 5% discretionary profit share contribution and dollar-for-dollar matching up to 5% after 1 year of employment.
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