Associate Account Manager

1 week ago

Burnaby, Canada TFG Financial Corporation Full time

**JOB PURPOSE**

The Associate Account Manager is the primary point of contact and customer interface for the Account Manager, and TFS business partners. The role facilitates and organizes the processing of customers’ financing transactions. The Associate Account Manager will assist processing customers through the sales funnel to assist the Account Manager in providing equipment financing solutions to customers across North America. The position will include some customer facing duties to both external customers as well as internal stakeholders.

**RESPONSIBILITIES**
- Receive, organize and prepare transactions accurately and within established timelines
- Complete and assemble credit submission packages
- Facilitate the creation and collection of customers’ documents
- Facilitate the audit and funding of customer transactions
- Update CRM with new prospects, change of status, contact information and notes or activities
- Liaise with TFS business partners

**QUALIFICATIONS**
- Strong integrity, professionalism and work ethic without sacrificing your ability to have fun on the job
- You are detail oriented and able to identify errors
- Effective communication, organization and interpersonal skills
- Ability to work in a fast-paced environment
- You thrive in an environment that involves multitasking and changing priorities
- Ability to work both in a team and independently with mínimal supervision
- Intermediate skills with Microsoft Excel, Word, Outlook and PowerPoint
- Post-secondary diploma or bachelor’s degree is an asset

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care
- Wellness program
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: Hybrid remote in Burnaby, BC

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