Relationship Manager - Coast Direct
Coast Capital Savings
Toronto, ON
Oct 30, 2019

Company: Coast Capital Savings Auto & Equipment Finance

Location: Ontario (CA-ON), Toronto

Job Type: Full-Time

Together, we help empower you to achieve what’s important in your life.

What’s the job?

The Relationship Manager, Coast Direct is a high-performing sales specialist whose business development and relationship management expertise and experience allow them to strategically and effectively identify & activate new equipment dealers for the purpose of transaction referral through the Coast Direct vendor origination channel. This is a mobile role.

What you’ll get to do:
Deliver Sales Support to CTG and Coast Direct dealer partners with the overall goal of ensuring high levels of customer satisfaction.
Respond to inquiries, concerns and escalations from customers and ensure they are resolved to the customer’s satisfaction.
Complete weekly/monthly/quarterly reporting as required which includes: application volume, approval/decline percentages, approval/decline turnaround time, marketing initiative success rates and further reporting as determined by the AVP, Coast Direct and/or Executive Team.
Work collaboratively to continuously review procedures, looking for opportunities to simplify, eliminate, or automate activities to improve overall productivity and service.
Provide regular, accurate volume forecasting to the business.
Develop a relationship matrix to outline key contacts at Coast Direct dealers to liaise with and outline the frequency and actions related to each.
Engage in routine dealer visits to deepen relationships and build business and conduct needs based assessments to gain market share
Implement promotional programs as directed by AVP, Coast Direct
Identify, qualify, engage with and drive originations from the Finance and Insurance office at OEM Equipment Dealerships
Work with dealer partners to drive applications to CTG. Improve conversion (look-to-book and book-to-approval) ratios.
Effectively manage goals to meet and/or exceed assigned sales targets.
Manage the relationship building process to ensure a consistent image in service delivery both externally to attract new customers and internally to retain and build on previously established relationships with CTG.
Capture information with regards to competitors' offerings (rates, programs, initiatives, etc.) in the market place to ensure CTG's program team members have current industry knowledge to increase the overall effectiveness of the CTG program as a whole.

Who are we looking for?
Minimum 4 – 6 Years of Job-Related Experience

Previous leasing experience with at least 3+ years of related industry experience in a relationship manager or sales role. Some knowledge of credit, including an understanding of financial statements, personal and commercial bureaus, and knowledge of the Canadian Equipment Finance marketplace and lending and leasing products is required.

Why join Coast Capital Savings?

We don’t mean to toot our own horn, but…

We improve Canadians’ financial well-being through providing simple financial help.
Employees do what’s best for our members. Every day.
We believe in being a great corporate citizen so we invest in our local communities by donating our time, money and expertise.
Our employees take advantage of the many opportunities to grow their careers.
Employees love having a cool place to work with modern LEED certified offices and being recognized with a virtual (and, at times, an actual) high-five.
Our inspiring leaders help our employees develop their talents and encourage them to be their fabulous selves.
We have a unique culture where we take our business seriously, but ourselves, not so much.
We are a Certified B Corp®. Our certification reflects our strong commitment to social and environmental performance, accountability, and transparency.
In 2019, we earned double kudos by being named one of BC’s Top Employers and one of Canada’s Best Managed Companies – two of the nation’s most coveted business awards, may we add.

Does this position inspire you? If so, apply today at Coast Capital Savings.