Patelco Credit Union

  • Auto Buying Service Specialist

    Job Locations US-CA-Pleasanton
    Req No.
    Indirect Lending
    Regular Full-Time
  • Overview

    In this role, responsibilities will include consulting and facilitating auto purchasing for members. Providing concierge-buying service, the responsibilities will also include evaluating the request, ask probing and clarifying questions, locating vehicle, acquire competing bids, closing sale with member, facilitate delivery method of vehicle, and if financing desired, route to the appropriate retail partner. Strong entrepreneurial spirit is needed to meet department sales goals. Strong phone-service skills and delivering excellent service are essential.


    • Identification of members’ wants and needs of their auto purchase, negotiating of pricing on determined vehicles and aligning all details including delivery of the vehicles’ location and following up with the credit union on financing
    • Assist members in selection of vehicle (s) by asking questions and listening carefully to their responses – suggest alternative vehicles/options if necessary
    • Maintain productive and professional relationships with our dealer partners
    • Communicates with dealers regarding negotiating of price and delivery of vehicle
    • Understands the terminology of the automobile business and keeps abreast of changes in product, technology, inventory, features, accessories, advertisements, etc. to provide thorough product information to members
    • Maintain accurate records of all brokered sales including – monthly billing, broker log, Used car locater report, ordered vehicles, and referrals from all channels (employee and web)
    • Maintain a follow-up system that encourages prospects, repeat and referral business that contributes to superior member satisfaction
    • Ability to complete all referral requests by end of business day
    • Ability to meet and/or exceed assigned monthly sales goals
    • Perform other duties as assigned


    • High School Diploma
    • Minimum 2 years’ experience in consumer lending, automotive sales, or related field
    • Proven ability to achieve sales quotas
    • Extensive experience with MS Office and Salesforce
    • Strong understanding of member service and sales communication skills/proficiency
    • Have a valid and/or ability to obtain a California Occupational License
    • Effective, professional written and verbal communication skills
    • Ability to answer phones in a professional and timely manner
    • Excellent math and member service skills
    • Ability to multi-task and detail oriented
    • Demonstrated ability and desire to thrive in a challenging fast paced work environment
    • Well organized, team-player, self-motivated and flexible with working hours based on volume
    • Demonstrated ability to adhere to Patelco’s shared values including service passion, integrity, teamwork, resourcefulness, engagement, and empowerment
    • Ability to understand and define problems, collects data, establish facts, and draw valid conclusions
    • Takes responsibility for own work, problems, and issues
    • Demonstrate ability to identify a problem and determine appropriate solution
    • Maintain ability to be open to constructive feedback and on-going training

    Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability


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