Account Manager

connectFirst Credit Union

Account Manager managing a profitable portfolio for Stride Capital at Servus Credit Union. Responsible for vendor relationships and financial submissions while achieving sales targets.

Posted 6/20/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial statement analysisratio analysiscash flow analysiscredit submission preparationdata inputfinancial profiling

Soft Skills

salesnetworkingclient relationship managementcommunication

Certifications & Qualifications

BA degreeBS degree

Industry Keywords

finance sectorvendor relationshipsheavy equipmenttransportationenergy servicesconstruction equipment

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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