Indirect Dealer Representative

Join to apply for the Indirect Dealer Representative role at Achieva Credit Union

The Indirect Dealer Representative functions as a dealer liaison to maintain profitable long‑term partnerships and promote increased loan production between the Credit Union and its automotive dealer relationships. The role works under general supervision and follows established policies and procedures. Participation in annual training is required, including BSA and Privacy Act requirements.

• Develop positive relationships between automobile dealers and the Credit Union.
• Promote the benefits of the Credit Union and actively seek to generate new business opportunities.
• Coordinate marketing of products, including participation in various dealer functions.
• Communicate effectively Credit Union policies and procedures to the dealer.
• Work directly with underwriting and funding teams to resolve funding issues and dealer complaints.

• Assure compliance with regulatory standards.
• Provide prompt, friendly, and accurate service to internal and external customers.
• Attend required meetings and training as requested.
• Represent the Credit Union in a courteous and professional manner.
• Uphold the highest ethical standards in all interactions and responsibilities.

• Monitor and provide periodic (daily, weekly, monthly) reports on indirect loan production, efficiencies, performance, and dealer visits.
• Communicate professionally and efficiently with all departments to promote teamwork and high‑quality member service.

• Represent and uphold the Achieva Brand Frame.
• Support leadership initiatives that position the credit union as a top employer.
• Participate in annual training or as required by BSA and the Privacy Act.
• Perform other essential functions as needed or assigned.
• Travel may be required on occasion.

• High school diploma, GED or equivalent. Associate’s degree preferred.
• 3–5 years’ related sales experience.
• 1–2 years’ leadership experience.

• Must have a valid driver’s license including liability insurance and a dependable vehicle.

• Excellent written and oral communication skills.
• Strong interpersonal skills and professional demeanor.
• Proven leadership abilities to effectively communicate and interact within the Credit Union and with external contacts.
• Proven sales skills, including the ability to negotiate.
• Ability to resolve somewhat complex problems requiring data analysis and decision weighting.
• Analytical ability, judgment, and ingenuity.
• Ability to maintain a high level of confidentiality at all times.
• Ability to work independently, multitask, prioritize and follow through with minimum supervision.
• Team player with a willingness to assist others.
• Willingness to take initiative to get things done.
• Good organization skills.
• Proficient with Microsoft Office Suite (Word, Excel, Outlook), Windows PC.
• Pass a background check, including Motor Vehicle Report.

Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made for disabilities. This position primarily operates in a remote office environment, using standard office equipment such as computers, phones and virtual meeting platforms. The employee must remain stationary for extended periods and communicate via phone, video, and electronic messaging. The position may require extended periods of sitting or standing and occasional light lifting up to 25 pounds.

Occasional travel to company offices or events may be required.

Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E‑Verify.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Sales and Business Development