Relationship Manager - Texas Region

19 hours ago

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Vibrant Credit Union

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Checking • Deposits • Financial Services • Investments • Commercial

201 - 500

Description

• Position Overview: The Relationship Manager is integral in building and maintaining relationships with dealerships nationwide for Loan Programs. • This role will be a key sales driver for the program and assist in onboarding processes. • What You Will Do: Assess and craft solutions for dealers based on unique dealer needs within the program framework • Uncovers and presents additional opportunities that may complement Vibrant's current program offering • Recognize and execute additional sales opportunities based on Vibrant's strategic goals • Leverage existing partnerships to gain an entire business relationship • Serve as the primary contact for the client and their needs • Effectively engage and present in person and via video conference to large groups of clients • Communicate cross-functionally between clients and Vibrant supporting departments • Provides recommendations on product and program enhancements by eliciting feedback from the client network • Compile and present data on production and sales opportunities to management regularly • Responsible for maintaining documentation on dealership engagement interactions, inquiries, and follow-ups • Apply Vibrant's engagement philosophy to meet dealership-engagement service level agreements • Maintain and exceed production to budget and activity goals

Requirements

• Travel up to 50% of the year (5-10 business days a month) • Associate’s degree required. • Four-year degree preferred • Minimum 1-3 year's experience working in sales • Prior experience working for a financial institution or credit union is desirable • Experience with Fiserv DNA, customer relationship management software, and Microsoft Suite • Advanced knowledge of sales goals and strategies • Working knowledge of competitive landscape, competitor technology, programs, offers, and pricing