Account Manager - Burnaby, Canada - TFG Financial Corporation

TFG Financial Corporation

Verified Company

Burnaby, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

Results, recognition and rewards

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

TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in Canada.

Our mission and purpose is to be our customer's first choice by making equipment financing easy while providing a wide range financing solutions.

Together, through our core principles, we help our partners to achieve what's important in their business.

TFG is an equal opportunity employer and believes in providing a diverse and inclusive workplace where all team members have an opportunity to succeed.

Job responsibilities*The Account Manager contributes to TFS'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 serve as a customer facing role to both external customers as well as internal stakeholders.

The Account Manager is responsible to manage a 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.

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
Provide detailed credit submissions that include all relevant information required by our funding partners, including but not limited to financial statements, ownership structure, business plan, rationale for the equipment, revenue projections, industry/competitive/regional overview, etc.
Strategically advise the customer on their financing options and competitive solutions provided by lenders
Negotiate with potential clients the terms of financial packages, including selling the terms of credit approvals and closing financing transactions, with a focus on meeting and exceeding volume quotas and overrate targets
Maintain a client database through TFS's client relationship management software to effectively manage client resources
Strategically work with multiple lending sources to achieve the highest approval rate possible
Maintain a strong working knowledge of our lender programs
Assist in creation collection of customer finance documentation
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 management

Qualifications, knowledge and experience*- 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
Ability to work well in a fast paced team environment
You are competitive while always adhering to the company's core values
Advanced communication, negotiation and interpersonal skills
Advanced ability to manage and prioritize a complex workload while adhering to performance goals
High selfmanagement capabilities both in office and in remote settings
Results driven and action oriented
Advanced skills with Microsoft Office products
1+ year of B2B and/or B2C inside sales (i.e. outbound) experience, preferably in financial services or equipment rental/sales industry, with a consistent trackrecord of meeting/exceeding quotas.
Postsecondary diploma or bachelor's degree is an asset

What we offer*- Leaders who support your development