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About the Role

As a Relationship Manager, you will support customers and vendors within aligned markets by building and managing relationships, prospecting within assigned territories/verticals, and educating them on OneCap financing options to earn their business. Meridian OneCap's experienced Operations Team provides top-tier support, allowing sales professionals to focus on building relationships and closing transactions.

Responsibilities

Solicit new vendor opportunities and work with Senior Manager, Relationship Manager Team to develop new vendor partnerships.
Develop partnerships with vendors who sell acceptable equipment to MOCC.
Identify and contact all remote Vendor/Distributors covered by active National Account programs.
Utilize CRM to actively manage portfolio and outbound business development.
Explain programs to Vendors, providing pricing and program structure.
Solicit Vendors for program transactions and establish self as key point of contact for programs.
Provide ongoing communication to Vendors pertaining to new program structures and pricing.
Receive loan applications, prepare quotes for Vendors and Lessees, and ensure all necessary information is received to process an application.
Confirm details of requests with Vendors.
Accurately enter transaction details into the application system (DSI).
Submit applications to MOCC Credit and follow up directly with the Vendor/applicant for any additional details/questions received from MOCC Credit.
Contact customers to confirm details of their contract and review transaction pricing using the tools provided.
Work with the MOCC audit group to confirm how to properly document transactions that are more complicated.
Send out legal documents to Vendor and/or Lessee.
Register appropriate liens through appropriate Provincial collateral registries to perfect security.
Follow up for return of required documents.
Review all transaction documentation to ensure it is properly executed and in compliance with MOCC credit authorization and pricing guidelines.
Ensure compliance with all provincial and federal regulations and internal company policies.
Work with the Vendor/Lessees to address any documentation deficiencies.
Prepare Lease package for Audit.
Scan and upload all documentation into the Application system and submit it for Audit.
Work with Audit to deal with any issues or additional information that may be required.
Work with the audit group and follow-up with the Vendor/Lessee on all non-material transaction deficiencies as identified by Audit.
Update and distribute indirect lease program pricing information, as applicable, at the direction of their manager, and maintain a database of indirect contacts.
Learn various vendor and/or broker programs, fee structures and special handling of specific accounts.
Prioritize tasks for the workday and re-evaluate priorities as new tasks are required.

Requirements

High level of personal motivation, energy, and drive.
Accepts responsibility for positive end results.
Collaborative style and persuasive interpersonal skills; ability to influence others.
Aptitude for mathematical functions including financial calculations.
Excellent analytical and problem-solving skills.
Excellent oral and written communication skills; ability to interact effectively with customers and all levels of staff to effectively communicate program financing details.
Strong organization and time management skills; must be able to handle multiple interruptions and adjustments to priorities throughout the day.
Able to work both independently and collaboratively as part of a team.
Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.
Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset.
The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Skills

Equipment finance and leasing
Bilingual - Fluency in French and English (written and verbal)
Presentation skills
PC skills (Excel, Word and PowerPoint)
Microsoft Power Platform
Generative AI productivity tools
Microsoft Copilot

Location

Toronto Corporate Offices
Burnaby Corporate Offices
Montreal Corporate Offices

Work Type

Hybrid

Experience Level

A minimum of two (2) years related experience

Education Level

University degree or equivalent experience

Salary/Compensations

CAD $45,000 base plus variable commission

Benefits

Inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
Tools and technology needed to delight candidates and clients.
Opportunity to work with and learn from diverse industry leaders.
Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with colleagues.
Work hard and have fun.

About the Company

Meridian OneCap Credit Corp (MOC) is an equipment and finance company providing a broad range of financial services to businesses throughout Canada.
Our parent, Meridian Credit Union, has over 70 years of banking history and is Ontario’s largest credit union.
MOC is a provider of asset financing in the form of capital leases.
We are committed to being the best provider of specialized equipment financing services to strategic vendors across Canada.
Our service-oriented culture and exceptional group of professionals serves to provide our strategic partners with value-added service and constructive solutions.
Meridian OneCap Credit Corp provides customized leasing solutions both to help companies sell equipment and to companies that have chosen to lease equipment, rather than buy.
For manufacturers and vendors, we enable you to provide your customers with a value-added service that helps your customers acquire equipment efficiently and gives your company a competitive edge.
And for the end user, we can help you to preserve working capital in your business, while benefiting now from the use of the equipment.
Our team is known as industry leaders.
We’ve earned our reputation through consistent delivery of financing programs with the most efficient transaction process and superior customer service.
With the largest direct sales force within the Canadian market, it’s no wonder our customer service is unparalleled.
At Meridian, we’re not just adapting to the future—we’re shaping it.
We see talent as a catalyst for sustainable growth, community impact, and future-readiness.

Equal Opportunity

Meridian OneCap is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.
We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.