Dealer Relations Representative

Pelican Credit Union; Baton Rouge (LA); On-site; USD 55,000 - 85,000; Full time

Job summary

Pelican Credit Union in Baton Rouge, LA is seeking a Dealer Relations Representative to serve as the main contact for indirect relationships and to develop, deepen, and maintain partnerships with dealers and merchants. You will advocate for Pelican and partners to build strong working relationships and help achieve strategic goals.

The role involves educating partners on the indirect program, expanding the indirect territory, reviewing agreements for accuracy, and reporting on visits.

Qualifications

• Minimum 2 years of lending experience in a financial institution (underwriting preferred).
• 2-year college degree in business, finance, economics, or related field.
• Excellent verbal, written, and telephone communication skills.
• Strong problem-solving, attention to detail, and member service.
• Knowledge of dealership operations and indirect finance industry.
• Willingness to travel up to 90% of the time, sometimes overnight.

Responsibilities

• Build and nurture relationships with dealers and merchants in Pelican's indirect program.
• Expand indirect partner territory per credit union objectives.
• Educate dealers on all aspects of the indirect program.
• Review dealer and merchant agreements for completion and accuracy.
• Track monthly visits and provide actionable feedback.
• Perform other job-related duties as assigned.

Skills

Lending experience

Communication skills

Problem-solving

Member service

Dealership knowledge

Indirect finance knowledge

Education

2-year college degree or equivalent

Job description

Dealer Relations Representative

will serve as the main point of contact for all indirect relationships with Pelican Credit Union. This position is responsible for successfully developing, deepening, and maintaining relationships with Pelican's existing and future indirect partners working to achieve the Credit Union's strategic goals. The Dealer Relations Representative is an advocate for both Pelican and our partners to build strong working relationships.

A Day in the Life of a Dealer Relations representative INCLUDES:

• Building and nurturing positive, profitable business relationships with dealers and merchants through daily conversations and solicitations while educating them on the Credit Union’s indirect program.
• Building and expanding the indirect territory of indirect partners based on the objectives of the Credit Union.
• Actively supporting and educating dealers and merchants on all aspects of the Credit Union’s indirect program to maximize results for the dealers, merchants, and the Credit Union.
• Review dealer and merchant agreements for completion and accuracy; partner with dealers and merchants to resolve any outstanding items.
• Track and report monthly visits providing quality feedback that is actionable to ensure relationships are continually strengthened.
• Perform other job-related duties as assigned.

Dealer Relations representative Skills and qualifications include :

• Minimum of 2 years of lending experience within a financial institution, including underwriting, preferably in indirect lending.
• 2-year college degree in Business Administration, Finance, Economics, or a related field of study.
  • 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 indirect finance industry required.
• Must be willing to travel up to 90% of the time, sometimes overnight.

Other things you may want to know about this position:

• Work Schedule
  • Monday – Friday
    • 8:00 am – 5:00 pm
• Travel
  • Frequent travel throughout Louisiana is required.
• Work Site Location
  • Work will be based at our beautiful Corporate Campus located at 2675 O'Neal Lane Baton Rouge, LA 70816

Why should you join the pelican team?

Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 78,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.

Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skill sets. We believe our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.

Our full-time employees enjoy amazing benefits including:

• Medical, Dental, and Vision Insurance with generous employer premium contributions
• Health Savings Account contributions for eligible employees
• Employer-Paid Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays each year, which includes a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment

Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.