Relationship manager Jobs in Clovis, CA

Dealer Relationship Manager

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.

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 departmentsincluding Lending, Product, and Operationsto 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.

Qualifications and Preferences:

• Bachelor's Degree in Business Management or Finance. Equivalent work experience may be substituted for the Degree requirement.
• 5+ years performing similar jobs in a financial institution required.