Account Manager - Stride Capital

Servus Credit Union • Calgary, AB

4d • Remote

About The Position

Servus Credit Union is seeking an Account Manager to join their Stride Capital Team. This full-time position is based in British Columbia and is primarily remote, but requires the flexibility to travel within the territory for in-person meetings. The role involves driving business in the equipment leasing, buying, or selling space by working with vendors and lessees through the entire process from origination to funding. Servus Credit Union emphasizes a people-first approach, reinvesting earnings into members, employees, and communities, and seeks passionate, values-driven individuals.

Requirements

• Demonstrated high level of integrity, energy, and a positive customer and quality focus with ability to work within a team environment.
• Proven organizational skills with the ability to prioritize work and effectively work on multiple tasks in a fast paced, demanding environment.
• Familiarity of financial statements and experience preparing written summaries of key information
• Financial statement analysis includes: ratio analysis, review of industry norms, trending, and cash flow analysis
• Experience interpreting key financial information and assessing the potential impact to the borrower is necessary

Nice To Haves

• 3+ years’ experience as an Account Manager within the finance sector is recommended but not required
• Previous Sales experience a benefit
• Heavy equipment, transportation, energy services or construction equipment experience is a benefit

Responsibilities

• Develop and build a profitable portfolio in your territory through vendor visits, sales calls and networking.
• Gather transaction information to prepare credit submission including: application, credit write up, quotes, employment verification and financial statements to establish a credit profile sufficient to make an informed credit decision.
• Achieve or surpass annual volume and profit targets.
• Travel throughout your territory is required to meet with new and prospective clients.
• Onboard and develop new vendor relationships and programs.
• Responsible for data input and integrity of Aspire data as it relates to the Account Managers role.

Benefits

• Base salary, plus commissions
• Competitive compensation including performance-based incentives
• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program
• Profit sharing
• Voting for the board of directors
• Financial services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level