Account Executive
At a glance
Mid-level Account Executive role at vaultcredit. Montreal · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Match clients seeking financing with suitable loan options through the business process
- Contact prospective borrowers and respond to their financing questions by phone
- Review bank statements, business details, and complete application files
- Guide approved clients through funding while explaining loan terms, payments, and clauses
- Build your internal book of business while following lending requirements
What you bring
- You have phone-based sales experience, with financial sales or cold calling viewed as an advantage
- You communicate clearly in spoken and written English; French would strengthen your fit
- You are comfortable with technology and bring a motivated, dependable work style
Who this fits
This role suits a Montreal-based account executive who wants a phone-sales position in financial services and can guide clients through borrowing decisions. You will work from the company’s Montreal offices and receive one-on-one training, with room for advancement.
From the employer
Ready to make it to the next level in life? Vault Credit is currently seeking an Account Executive to join a growing, dynamic and exceptional team at our Montreal offices!
Summary: - Work with our in house clients, setting them up with loans and ensuring a smooth borrowing process.
Primary responsibilities:
- Work within business flow to find the best options for clients.
- Reach out to and respond to clients who are seeking financing.
- Evaluate bank statements, business information and overall file.
- Ensure compliance with lending requirements during process.
- Grow your book of business within the organization.
- Walk clients through approval process, and get them funded.
- Explain all aspects of the loan, as well as the payment terms and clauses to clients.
Seeking A Candidate Who:
- Has experience selling over the phone (financial industry/cold calling an asset)
- Strong Communication Skills
- English, Written & Spoken (French an asset)
- Motivated to start a new career and embrace the challenge
- Technology literate
- Positive, Hard-Working and Reliable
We Offer:
- Excellent pay structure
- Location close to metro
- Friendly work environment
- Coffee & Tea
- Room for advancement, start-up
- One on One Training
Looking forward to meeting the next top shooter
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