Account Manager

TFG Financial Corporation
Canada / Remote
30+ days ago

Job Description


The Account Manager contributes 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 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
  • Provide customers with the necessary information to complete new credit applications and credit packages
  • 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 over-rate targets
  • Process all loan applications within an acceptable timeframe as well as following application guidelines, ensuring all outstanding loan related information is collected
  • Monitor, escalate, or recommend loan application exceptions and overrides so that they are appropriately handled in an efficient manner
  • Maintain a client database through TFG’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
  • 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


  • Strong integrity, professionalism and work ethic without sacrificing your ability to have fun on the job
  • 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 self-management capabilities both in office and in remote settings
  • Results driven and action oriented
  • Basic skills with Microsoft Excel, Word, Outlook and PowerPoint
  • 3+ years of relevant sales experience (finance experience an asset)
  • Post-secondary diploma or bachelor’s degree is an asset


  • Option to work in office, hybrid, or remote
  • Reimbursement of specific work-from-home expenses
  • Comprehensive medical and dental benefits
  • Committed to supporting team members’ health and wellness
  • Centrally located in Burnaby, BC with the ability to work remotely from anywhere across Canada
  • Leaders who support your development
  • Ability to make a difference and lasting impact
  • Opportunity to take on progressively greater accountabilities
  • Cross training opportunities within other departments


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’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment. TFG is an equal opportunity employer and believes in providing an inclusive workplace where all team members have an opportunity to succeed.

Job Types: Full-time, Permanent

Salary: $50,000.00 per year

Additional pay:

  • Commission pay


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


  • 8 hour shift
  • Monday to Friday


  • sales: 1 year (required)

Work remotely:

  • Yes


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