Associate Account Manager

TFG Financial; Vancouver; Remote; CAD 40,000 - 52,000; Full time

Job summary

A financial services company seeks an Associate Account Manager to be the primary customer contact, facilitating financing transactions. The role includes processing lease and loan applications, responding to inquiries, and ensuring effective communication with stakeholders. Ideal candidates are detail-oriented team players capable of working under pressure. This position offers comprehensive benefits and flexible work arrangements.

Benefits

Performance-based rewards

Comprehensive benefits including medical, dental, vision, and life insurance

Flexible work arrangements

Qualifications

• Ability to work under pressure and meet deadlines.
• Experience in factoring is an asset.

Responsibilities

• Receive, organize, and prepare transactions accurately within timelines.
• Assist in processing lease / loan applications.
• Complete credit submission packages and monitor application progress.
• Facilitate document collection and communicate with customers.
• Respond to inquiries and negotiate approval terms.
• Update CRM and liaise with TFS partners.

Skills

Integrity

Professionalism

Results-oriented attitude

Detail-oriented

Effective communicator

Organized

Team player

Independent worker

Proficient in Microsoft Office

Education

Post-secondary diploma or degree

Job description

Join to apply for the Associate Account Manager role at TFG Financial.

Base pay range:

CA$40,000.00 / yr - CA$52,000.00 / yr

• Job type – Permanent, full time
• Location – Remote (within Canada)
• Working hours – Standard business hours PST

What’s The Job

The Associate Account Manager is the primary point of contact and customer interface for the Account Manager and TFS business partners. The role facilitates processing of customer financing transactions and assists in providing equipment financing solutions across North America. The role involves customer-facing duties with external customers and internal stakeholders.

What You’ll Be Doing

1. Receive, organize, and prepare transactions accurately within timelines
2. Assist in processing lease / loan applications and ensuring all information is collected
3. Complete credit submission packages and monitor application progress
4. Facilitate document collection, audit, funding, and communicate with customers
5. Respond to inquiries, negotiate approval terms, and assist in selling ancillary products
6. Update CRM and liaise with TFS partners

What You Bring

• Integrity, professionalism, results-oriented attitude
• Ability to work under pressure and meet deadlines
• Detail-oriented, effective communicator, organized
• Team player, independent worker, proficient in Microsoft Office
• Post-secondary diploma or degree (asset), experience in factoring (asset)

Why Join TFS

TFS emphasizes results, recognition, and rewards within a high-performing team. As part of Travelers Group, TFS offers innovative financing solutions across North America, including automotive, equipment, and asset financing. The company is committed to diversity and inclusion.

Additional Benefits

• Performance-based rewards and growth opportunities
• Supportive leadership and professional development
• Comprehensive benefits including medical, dental, vision, and life insurance
• Employee Investment Program with company matching
• Flexible work arrangements: office, hybrid, or remote

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development

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