Dealer Relationship Manager establishes and maintains relationships with automobile dealerships with the goal of promoting indirect loans. Provides guidance, training, and support to dealers on the organization's loan products, and tracks dealer metrics and performance. Being a Dealer Relationship Manager maintains working knowledge of products and programs, and ensures that dealer organizations comply with organizational policies and standards. Continually surveys competitive market loan rates and prepares reports for management. Additionally, Dealer Relationship Manager may require an associate degree or its equivalent. Typically reports to a head of a unit/department. The Dealer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Dealer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
The VP, Relationship Manager in the Private Client Services Department is primarily responsible for attracting and developing new personal and commercial deposit, loan and investment relationships for Ocean Bank and its subsidiaries. The position may also be asked to uncover potential sales opportunities such as account additions and other products and services within an established portfolio in order to help achieve business development goals. For deposit relationships, the position will be responsible for monitoring account activity as well as managing accounts in uncollected or overdraft status. For new loan opportunities, the position will take applications, gather required documentation and financial information, and will work with department management and the credit underwriting teams and credit committees to move deals from application to closing. Once loans are closed, the position will manage annual reviews / renewals, past due payments as well as pending / delinquent documentation. This position will perform all required customer due diligence, including customer interviews and document gathering, know your customer profiles, enhanced due diligence when applicable, and other related activities in order to comply with all BSA, KYC, bank policies, procedures, as well as relevant laws, rules and regulations. Once relationships are established, the position responds to BSA requests and ensures that all customer profile information and documentation remains current. This may include, but is not limited to, W-9 and W-8BEN, CIP documentation (drivers licenses, passports), core and supporting bank documents, updated financial statements and information, client profile information, and other support documentation. The position will remain current on competitive strategies and best practices within the financial services industry. To do this, the position will network with internal resources and external partners, and will conduct research to ensure subject matter expertise and the ability to proactively respond to market changes and opportunities.
0 Dealer Relationship Manager jobs found in Miami, FL area