Relationship Manager, Broker
2 weeks ago
**Bilingual (French/English) Relationship Manager, Broker (Eastern Canada)**
**Your Talent, Your Terms | Results, Recognition and Rewards**
TFG’s culture is results, recognition, and rewards-based, focusing on achieving results in a high-performing team environment.
TFG Financial Corporation, part of the Travelers Financial Group of Companies, is one of Canada's largest independent commercial equipment finance companies. Our mission and purpose is to be our customers' first choice by making equipment financing easy while providing a wide range of financing solutions. Together, through our core principles, we help our partners 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.
**Responsibilities**:
The primary purpose of the Relationship Manager, Broker (Eastern Canada), is to ensure that TFG meets its financial goals. This role will identify, originate, build, and manage a network of referral sources comprised of financial intermediaries (brokers) in the equipment finance industry. Within tolerances, the role will generate leads aligned with risk appetite, including acceptance rates and conversion efficiency. The role will provide ongoing support while maintaining and promoting an exceptional customer service environment.
- Act as an ambassador by developing and maintaining a positive company image by interacting with external and internal customers
- Be a role model who serves as a positive example to others externally and internally
- Execute strategies and tactics that will boost the company image and meet or exceed the needs of our customers while converting new business that is in line with our returns and risk appetite
- Solicit and onboard new financial intermediaries (broker) relationships and sign a program agreement
- Grow originations from existing key brokers by increasing share of wallet and year-over-year growth
- Build long-term relationships with financial intermediaries (brokers)
- Work quickly to address and resolve customer issues
- Monitor deal flow and address any issues
- Train financial intermediaries (brokers) on new and existing product offerings (rates, terms and collateral requirements)
- Provide ongoing communication about new programs (i.e. pricing)
- Document and update competitors’ products and services compared to TFG to be par and/or advanced
- All other tasks as may be assigned
**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
- 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
- Results-driven and action-oriented
- Advanced skills with Microsoft Office products
- 5+ years of equipment leasing/finance experience
- 3+ years of outside sales experience in the equipment leasing/financing sector
- Fluent in English and French
**What we offer**
- Leaders who support your development
- Opportunity to take on progressively greater accountabilities
- Ability to make a difference and lasting impact
- Comprehensive medical and dental benefits
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