Associate Account Manager

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

Job summary

TFG Financial is seeking an Associate Account Manager to support the sales team by facilitating customer interactions and contributing to equipment finance opportunities. The role requires advanced communication skills and a results-oriented approach, with responsibilities focused on customer acquisition and relationship management. Join a high-performing team dedicated to financial solutions excellence.

Benefits

Employer paid medical and dental benefits

Employee Investment Program with company matching

Qualifications

• Strong sense of integrity and professionalism.
• Ability to work under pressure and meet deadlines.
• Comfortable interacting with customers and external partners.

Responsibilities

• Assist with the execution of sales strategies.
• Establish new relationships and expand on existing ones.
• Support a team of Account Managers in financial package negotiations.

Skills

Advanced communication skills

Multitasking

Results-oriented attitude

Education

Recent graduate in a relevant field

Tools

Microsoft Office

Job description

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This range is provided by TFG Financial . Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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

Your Talent, Your Terms | Results, Recognition and Rewards

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

What’s The Job

The Associate Account Manager works closely with a team of Account Managers to contribute to TFG’s ongoing profitable and sustainable growth by facilitating inbound / outbound calling and contact with new and existing sales channel customers to target equipment finance opportunities. The position will interact with both external customers as well as internal stakeholders. The Associate Account Manager is responsible for supporting a team of Account Managers with their book of customers through the sales funnel, net new customer acquisitions, foster relationships of existing customers, and provide equipment financing solutions to customers across North America.

What You’ll Be Doing

• Assist with the execution of sales strategies for the sales channel and contribute to its success
• Establish net new relationships with customers over the phone while expanding on existing customer relationships with previously funded customers
• Support a team of Account Managers in negotiating with potential clients the terms of financial packages, including assisting in selling the terms of credit approvals and closing financing transactions, with a focus on meeting and exceeding volume quotas and over-rate targets
• Strategically advise the customer on their financing options and competitive solutions provided by lenders
• Strategically work with multiple lending sources to achieve the highest approval rate possible
• Make outbound calls to customers where applications have been submitted and information is required
• Provide customers with the necessary information to complete new credit applications and credit packages
• Respond to incoming inquiries and assist where applicable in negotiating approval terms commensurate with the quality of the application
• Assist a team of Account Managers with processing loan applications while following application guidelines and ensuring all outstanding loan related information is collected
• Provide details of approved applications and can be responsible for assisting in the sale of ancillary products such as insurance and other such products that TFG may introduce
• Update CRM with new prospects, change of status, contact information and notes or activities
• Maintain a strong working knowledge of our lender programs
• Troubleshoot deficiencies in funding or other aspects that arise in the sale / transaction process
• Exceed personal monthly, quarterly, and annual financial revenue targets
• Support ongoing department initiatives as directed by manager

What You Bring

• A strong sense of integrity, professionalism and a results-oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
• Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
• Advanced communication skills and comfortable interacting with customers and external partners
• Ability to work in a fast-paced environment
• You thrive in an environment that involves multitasking, organization and changing priorities
• Advanced skills with Microsoft Office products
• Recent graduate looking to start a career in equipment finance and / or sales
• Previous sales experience is an asset however not a requirement

Why Join TFG

TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.

As part of the Travelers Financial Group of Companies, TFG Financial Corporation is one of the largest independent commercial equipment finance companies in Canada. We provide financing and leasing for a variety of revenue-producing assets such as trucks, trailers, light to heavy construction equipment, and manufacturing and material handling equipment. Our mission is to be our customer’s first choice by making equipment financing easy while providing a wide range of financing solutions.

TFG is an equal opportunity employer and employs team members without regard to race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical disability, mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic.

Results, Recognition, and Rewards : At TFG, we are driven by results and committed to recognizing and rewarding your achievements. Through performance-based rewards and growth opportunities, your contributions are valued and acknowledged, motivating you to continue excelling in your role.

Growth opportunities and supportive leadership : Our leaders are committed to your professional growth and success. They provide guidance, resources to help you develop your skills, expand your knowledge, and achieve your career goals within the organization.

Employer paid benefits : At TFG, we prioritize the well being of our team by offering a comprehensive benefits package. Our medical and dental plan includes vision care and life insurance, ensuring you and your dependents have the coverage you need.

Employee Investment Program : We believe in helping you achieve your financial goals. Our investment program offers the choice of RRSP, TFSA, and Cash accounts. To further support your savings, TFG provides a company matching program, helping you grow your investments more effectively.

Promoveo : TFG Financial celebrates choice and offers the ability to work in office (Vancouver, BC), hybrid or remote (for most roles). We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

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