Indirect Dealer Relations Manager

Mountain America Credit Union•Montana, ID

14d

About The Position

The position is responsible for encouraging and motivating a team to attain productivity goals, provide a consistently positive experience for credit union members, and adhere to all regulatory requirements. The ability to find, develop, and support team members is critical to the role.

Requirements

Must have a knowledge and understanding of credit union consumer protection products, insurance related software platforms, policies, and procedures.
Must be able to effectively form cross-functional cooperation across any credit union team.
Ability to communicate effectively.
Understands the credit union value proposition, with an ability to frame decisions accordingly.
5+ years of professional leadership experience in a progressive financial setting
3+ years sales leadership experience.
Bachelor’s degree or completion of a specialized course of study at a business or trade school or four years of similar related experience.
Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
Demonstrated ability to clearly express ideas, methodology, results, and recommendations verbally, in writing and through insightful reports and graphic illustrations.
Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.
Ability to work both autonomously and collaboratively in a fast-paced environment.
Self-starter with strong organizing and time management skills and the ability to work productively and efficiently in a fast-paced environment with multiple projects and timelines.
Adaptive to change, responds positively to altered circumstances or conditions.
Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.
Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.
Excellent inter-personal skills including the ability to lead and collaborate with ad-hoc teams.
Data analytics and data validation skills and proficiency in business data analysis (MS Excel, etc.)
Ability to sit, talk and hear consistently.
Ability to stand, walk, and use hands to handle or reach occasionally.
Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Ability to lift up to 10 pounds occasionally.
There are no unusual environmental factors (such as a typical office)
Moderate noise (business office with computers and printers, light traffic)

Nice To Haves

Experience with analytical and reporting software preferred.
Demonstrated experience with Symitar.
CUDL/Allegro preferred.

Responsibilities

Provides day-to-day leadership, direction, and support to sales staff for achieving continuous improvements in internal/external customer service and in work processes to more effectively use resources.
Promotes by personal leadership a work environment based on trust, teamwork, open and honest communication, and empowerment.
Hires, and establishes performance requirements and personal development targets for direct reports, and regularly monitors their performance and gives coaching for continuous improvement and development.
Typically spread over a large geographical area.
Represents and participates in various civic and community functions to further enhance Mountain America’s image and develop strategic dealer relationships.
Supervises field reps who are remote and not in immediate proximity of the leader.
Partners with credit teams to identify and target strategic dealer relationships that can be deepened.
Makes recommendations to Director of Indirect on new dealer activation or existing dealer deactivation based on data driven by the dealer scorecard.
Serves as escalation point for dealer issues surfaced by dealer relations field reps.
Collects feedback from dealers via the field reps and synthesizes it to identify areas for improvement.
Works closely with the credit managers and director to make adjustments based upon dealer feedback.
Deep understanding of credit to support the credit teams in the field.
Ensures the Credit Union's professional image and atmosphere is conducive to a sales and quality service culture.
Actively solicits new business from existing and potential Dealers.
Documents sales calls, visits, and results and provide weekly, monthly, and other status reports as required.
Stays abreast of industry related offerings and emerging technology to create an ongoing exceptional member service experience.
Perform other duties as assigned.