Dealer Relationship Manager jobs in New Mexico

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
  • United Capital Financial Advisors LLC
  • Albuquerque, NM FULL_TIME
  • Where Talent Meets Opportunity

    Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.

    ABOUT THE JOB

    Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.

    WORK YOU’LL DO:

    • Tracks all client interactions including requests, inbound/outbound calls, and emails via Salesforce.
    • Research and analyze complex client account issues.
    • Prepares meeting materials for and participates in client meetings. Documenting all notes and action items and ensuring client commitments are executed promptly.
    • Escalates all potential and real client issues to MD or WA.
    • Prepares all outgoing customer correspondence.
    • Maintain and update lead pipeline.
    • Gather data for creation of client financial plans.
    • Creates meeting agenda format, presentations, case documentation and deliverables for assigned clients.
    • Manages development and maintenance of suitability documentation utilizing client file standards.
    • Ensures adherence to compliance notation and makes recommendations to ensure quality standards are met including full and fair disclosure.
    • Manage client onboarding process and update team accordingly.
    • Process RMD for clients annually.
    • Complete client verification for data maintenance or money movement request and log in Salesforce.

    WHAT YOU’LL NEED TO BE SUCCESSFUL:

    • Providing professional and courteous service to clients, prospective clients, and colleagues.
    • Effectively handling client inquiries and resolving complaints.
    • Effectively prioritizing workload and meeting deadlines.
    • Maintaining attention to detail within a fast-paced environment.
    • Strong written and verbal communication skills.

    MINIMUM QUALIFICATIONS:

    EDUCATION AND EXPERIENCE:

    • Bachelor’s degree or equivalent work experience with minimum 3-5 years Customer Service.
    • Series 65 or 66 is a plus.

    REQUIRED KNOWLEDGE OF:

    • Microsoft Office (Outlook, Word, PowerPoint, and Excel)
    • Experience with Salesforce or similar CRM
    All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

    Must be legally authorized to work in the United States without sponsorship for employment visa status.
  • 8 Days Ago

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Sales Manager
  • Cricket Wireless Authorized Dealer
  • Farmington, NM FULL_TIME
  • Sodowireless is a Cricket wireless dealer in the New Mexico Area. We are looking for fun, upbeat, hard-working people to join our expanding family. We are currently at 14 locations with a staff of ove...
  • 7 Days Ago

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Sales - Store Manager
  • Russell Cellular- Authorized Verizon Dealer
  • Socorro, NM FULL_TIME
  • Why Russell Cellular? Starting pay is up to $23 hourly! Unlimited commissions based on performance and commission Health, dental, vision, and life insurance as well as paid sick days and company holid...
  • 19 Days Ago

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Salaried Store Manager
  • Russell Cellular- Authorized Verizon Dealer
  • Clovis, NM FULL_TIME
  • Why Russell Cellular? Starting pay is up to $21 hourly! Unlimited commissions based on performance and commission Health, dental, vision, and life insurance as well as paid sick days and company holid...
  • 2 Months Ago

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Relationship Banking Manager
  • CrossFirst Bank
  • Clayton, NM FULL_TIME
  • OverviewThe Relationship Banking Manager manages overall sales and operations of the Personal and Relationship Banking teams; ensure success, growth and profitability of the Bank. Lead the Personal an...
  • 1 Day Ago

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VP, Relationship Manager
  • Enterprise Bank & Trust
  • Albuquerque, NM FULL_TIME
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
  • 2 Months Ago

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Dealer Relationship Manager (Bilingual Spanish)
  • Credito Real USA Finance LLC
  • Tampa, FL
  • POSITION SUMMARY We are one of the nation's top automobile loan providers and we are searching for ambitious, highly per...
  • 3/19/2024 12:00:00 AM

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Dealer Relations Manager
  • automotiveMastermind, Inc
  • * Possess an in depth understanding of our software platform functionality, related services and an overview of the tech...
  • 3/19/2024 12:00:00 AM

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Dealer Relationship Manager - GA
  • VyStar Credit Union
  • Dealer Relationship Manager - GA page is loaded **Dealer Relationship Manager - GA** **Dealer Relationship Manager - GA*...
  • 3/17/2024 12:00:00 AM

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Dealer Relationship Manager
  • AFS Acceptance
  • Fort Lauderdale, FL
  • INSIDE SALES REPRESENTATIVE We are one of the nation's top automobile loan providers and we are searching for an ambitio...
  • 3/16/2024 12:00:00 AM

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Dealer Relationship Manager
  • Kellogg Community CU
  • Battle Creek, MI
  • Join Kellogg Community Credit Union as a Dealer Relationship Manager out of our Second Street branch in Battle Creek! Th...
  • 3/16/2024 12:00:00 AM

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AmeriCredit Dealer Relationship Manager
  • GM Financial
  • Seattle, WA
  • Overview: Why AmeriCredit? Weve spent the past 30+ years creating a culture thats second to none in the auto finance ind...
  • 3/16/2024 12:00:00 AM

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Dealer Relationship Manager- Des Moines
  • KINETIC ADVANTAGE LLC
  • Des Moines, IA
  • Job Summary As a Dealer Relationship Manager (DRM) of Kinetic Advantage, you are the first line of contact with our Deal...
  • 3/16/2024 12:00:00 AM

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Dealer Services Production - Dealer Relationship Manager- East Bay Area
  • Golden1
  • Sacramento, CA
  • **JOB TITLE:** Dealer Relationship Manager (Bay Area) **DEPARTMENT:** Dealer Services Production **STATUS:** Exempt **JO...
  • 3/16/2024 12:00:00 AM

New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Dealer Relationship Manager jobs
$70,861 to $104,164

Dealer Relationship Manager in Portsmouth, OH
Strong knowledge of buy/sell side of inter-broker dealer market is required.
January 16, 2020
Dealer Relationship Manager in Fort Lauderdale, FL
Another option used by many manufacturers is a dealer or distributor network to do the selling for them.
November 27, 2019
Dealer Relationship Manager in Lynchburg, VA
Does the Relationship Management Center offer email marketing campaigns.
December 18, 2019