Dealer Relations Specialist I
Clean Energy Credit Union
- Provide excellent service to members, dealers, contractors, and credit union staff.
- Review and assess clean energy project documents and details that are submitted by dealers and their customers as part of the loan review process.
- Take incoming inquiries and support requests from dealers via phone, email, and website.
- Assist in the development and implementation of programs, processes, and products to build strong relationships with high-quality dealers in the credit union’s dealer network,
- Maintain contact information and relationship notes for each dealer in the credit union’s network.
- Assist with the development, administration, and tracking of dealer satisfaction and customer satisfaction surveys.
- Assist with reporting and analysis of credit union operations and financial performance.
- Assist in the evaluation of new and existing energy-related technologies for possible inclusion in the credit union’s financing portfolio.
- Maintain subject matter expertise and provide training to dealers on the credit union’s products, programs, procedures, online dealer portal, and other necessary software.
- Seek opportunities to build the technical knowledge of fellow staff members.
- Look for opportunities to educate credit union staff, dealers, and members on clean energy lending and products, programs, and benefits.
- Maintain a thorough understanding of state and federal laws and regulations related to clean energy lending and credit union compliance including bank secrecy and anti-money-laundering laws.
- Participate in new and ongoing projects as requested by the Board Chair, VP of Strategy and Development, and Dealer Relations Manager.
- Support credit union staff with non-dealer needs as requested.
Desired Job Competencies:
- Detailed knowledge of the credit union’s products, services, policies, and procedures.
- Sales Persuasion -Gaining prospect, member, or dealer interest in a product, service, or idea by using effective communication strategies.
- Service Excellence -Taking actions and developing relationships necessary to meet and exceed member needs (includes relationships with members, coworkers, and external partners); holding self and others accountable for providing a positive member experience; using appropriate interpersonal skills to resolve difficult member situations and regain their confidence.
- Driving Innovation -Creating an environment (culture) that inspires people to generate novel solutions with measurable value for existing and potential customers (internal or external); encouraging experimentation with new ways to solve work problems and seize opportunities that result in unique and differentiated solutions.
- In-Depth Knowledge of the technologies that the credit union finances.
- Earning Trust- Gaining others’ confidence by acting with integrity and following through on commitments while disclosing their own positions; treating others and their ideas with respect and supporting them in the face of challenge.
- Driving for Results – Setting high goals for personal and group accomplishment; using measurement methods to monitor progress toward goals; tenaciously working to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement.
- Process Development – Creating and improving procedures to increase work flow, efficiency, and outcomes.
- Attention to Detail – Ensuring that information collected, provided, and/or evaluated is consistent with all related information available; holding to regulatory standards, recognizing that they exist to protect and honor members’ financial well-being.
- Data Analysis – Gathering, manipulating, processing, and evaluating numeric data to guide credit union decisions.
- Communication – Possessing and utilizing compelling written and verbal communication skills. Listening and adapting to received instructions, concerns, and spoken/written needs.
Desired Education and Work Experience:
- At minimum, Associates degree, or relevant work experience
- Minimum four years of clean energy industry or similar work experience.
- Proficient in advanced Microsoft products: Excel, Outlook, and Powerpoint.
- Experience using computers and computer systems, entering data or process information.
- Strong Math and Analytical work experience.
Working Environment/Physical Activities:
- Substantial computer work.
- Position subject to irregular hours
- May require occasional travel to attend off-site meetings and or conferences.
- Must be able to lift 35 lbs.
- Must be able to read, write, and speak English fluently.
Compensation: $22 – $27/hour