Account Manager

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connectFirst Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2014

🏦 Banking

💸 Finance

Banking • Finance

connectFirst Credit Union is a Canadian credit union providing retail and business financial services, including chequing and savings accounts, credit cards, mortgages, personal and commercial loans, investment products (GICs, wealth management), and insurance. It operates branch and digital banking channels, serves personal, small business, agri-business, commercial and non-profit clients, and emphasizes community-focused programs and member rewards. The organization highlights customer service, local presence, and financial products aimed at helping members save, borrow, invest and protect their assets.

📋 Description

• Develop and build a profitable portfolio in your territory through vendor visits, sales calls and networking. • Gather transaction information to prepare credit submission including: application, credit write up, quotes, employment verification and financial statements to establish a credit profile sufficient to make an informed credit decision. • Achieve or surpass annual volume and profit targets. • Travel throughout your territory is required to meet with new and prospective clients. • Onboard and develop new vendor relationships and programs. • Responsible for data input and integrity of Aspire data as it relates to the Account Managers role.

🎯 Requirements

• 3+ years’ experience as an Account Manager within the finance sector is recommended but not required • Previous Sales experience a benefit • Familiarity of financial statements and experience preparing written summaries of key information • Financial statement analysis includes: ratio analysis, review of industry norms, trending, and cash flow analysis • Experience interpreting key financial information and assessing the potential impact to the borrower is necessary • Heavy equipment, transportation, energy services or construction equipment experience is a benefit • BA/BS degree in Business Administration, Finance preferred

🏖️ Benefits

• Competitive compensation including performance-based incentives • Health and wellness programs • Vacation and retirement savings programs • Training & Development Opportunities • Career Advancement Potential • Flexible work options • Opportunities to get involved and give back through an employee volunteer program