Bilingual Associate Account Manager (EN/ES)

TFG Financial Corporation

4h • CA$50,000 • Remote

About The Position

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.

Requirements

• 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
• Fluency in English and Spanish is required

Nice To Haves

• Previous sales experience is an asset however not a requirement

Responsibilities

• 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

Benefits

• TFS’ culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.
• Employer paid benefits: At TFS, 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, TFS provides a company matching program, helping you grow your investments more effectively.
• Promoveo: TFS 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed