Dealer Relationship Manager jobs in Mount Pleasant, SC

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)

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Relationship Manager
  • Apollon Wealth Management
  • Mount Pleasant, SC FULL_TIME
  • Relationship Manager

    Reports to: Director of Practice Management

    Status: Exempt

    Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization.

    Responsibilities:

    • Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointment coordination
    • Maintain and input tasks for multiple financial advisors and provide regular reports on task status
    • Manage various office-related tasks
    • Greet clients and prospects, ensuring a positive initial impression
    • Plan and support client events and seminars
    • Aid in handling LPL Financial and Schwab service requests and client service calls, delivering prompt and efficient assistance to clients
    • Depositing securities and client checks that are received in office
    • Running client review investment reports and financial planning summaries
    • Handling of insurance application process and follow through
    • Maintaining and updating information in Apollon CRM
    • Identify efficiency opportunities

    Minimum Education:

    • Bachelors Degree preferred

    Skills and Experience:

    • 3 years recent industry experience (Required)
    • Self-starter and motivated to learn
    • Familiar and competent in the Windows suite of programs
    • Embraces working on a team
    • Strong communication with clients both verbally and written
    • Familiarity with Salesforce preferred
    • Knowledge of custodial platforms (Required)
    • Industry licensing (Not Required)

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  • 3 Days Ago

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Relationship Manager
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Relationship ManagerReports to: Director of Practice Management Status: ExemptApollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal ...
  • 7 Days Ago

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Sr. Commercial Relationship Manager
  • First Horizon
  • Mount Pleasant, SC FULL_TIME
  • About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock...
  • 2 Days Ago

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Business Relationship Manager - HYBRID
  • NexGen Data Systems Inc (NGDS)
  • Hanahan, SC FULL_TIME
  • DescriptionNexGen Data Systems is seeking a Business Relationship Manager (BRM) who will provide support to mission owners within the Data Center and Cloud Hosting Services (DC2HS) division. These res...
  • 21 Days Ago

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Relationship Manager External Affairs
  • MUSC
  • Charleston, SC FULL_TIME
  • Job Description SummaryResponsible for the relationship development and management of a portfolio of assigned strategicpartnerships across MUSC’s tripartite mission. Identify, develop and maintain rel...
  • 1 Month Ago

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Assistant Relationship Manager ARM
  • ServisFirst Bank
  • Charleston, SC FULL_TIME
  • At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Assistant Relationship Manager is responsible for conducting financial analysis of credit for loan requests as well as assistin...
  • 1 Month Ago

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0 Dealer Relationship Manager jobs found in Mount Pleasant, SC area

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Culligan Water Office Administrator
  • Culligan International Company
  • Charleston, SC
  • Job Description Job Description NOW HIRING OFFICE ADMINISTATOR.... This position was created for a dependable person wit...
  • 3/27/2024 12:00:00 AM

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Inside Sales Manager - Hybrid / Remote
  • Safe Haven Security Services, LLC
  • Charleston, SC
  • Job Description Job Description At a glance: A selling, phone-based sales manager role with 60% of time working from a h...
  • 3/26/2024 12:00:00 AM

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Sales Consultant
  • Hudson Automotive Group
  • Summerville, SC
  • Job Details Job Location Summerville Ford - North Charleston, SC Description Summerville Ford, a Hudson Automotive compa...
  • 3/25/2024 12:00:00 AM

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Financial Representative
  • Northwestern Mutual
  • Summerville, SC
  • Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized ap...
  • 3/24/2024 12:00:00 AM

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Field Agent with Protected Territory
  • Freedom Warranty
  • Charleston, SC
  • Job Description Job Description Job Offer - Field Agent with Protected Territory Position: Field Agent with Protected Te...
  • 3/24/2024 12:00:00 AM

Mount Pleasant is a large suburban town in Charleston County, South Carolina, United States. It is the fourth largest municipality and largest town in South Carolina, and for several years was one of the state's fastest-growing areas, doubling in population between 1990 and 2000. The population was 67,843 at the 2010 census,. The estimated population in 2014 was 77,796. At the foot of the Arthur Ravenel Bridge is Patriots Point, a naval and maritime museum, home to the World War II aircraft carrier USS Yorktown, which is now a museum ship. The Ravenel Bridge, an eight-lane highway that was c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Dealer Relationship Manager jobs
$72,954 to $107,240
Mount Pleasant, South Carolina area prices
were up 1.5% from a year ago

Dealer Relationship Manager in Omaha, NE
The Global Account Manager will market the full suite of services under the CenturyLink portfolio ranging from Cloud & Managed Hosting services to MPLS, SIP & Networking hardware.
December 23, 2019
Dealer Relationship Manager in Utica, NY
The multi-faceted nature of CRM can make it challenging, but it’s essential for modern dealers.
February 19, 2020
Dealer Relationship Manager in Somerset, NJ
The RMC is a dealer marketing platform that allows you to create Ally co-branded email and direct mail campaigns using Ally customer data or your dealership’s own lead lists.
February 13, 2020