TM Sales Officer II (US)

About the role

The Treasury Management Officer (TMO) II is an independent advisor responsible for developing new Treasury Management (TM) business and expanding TM relationships. This role requires a proven track record of growing revenue through portfolio fee expansion and new sales, as well as the ability to execute a business plan to achieve revenue goals.

Responsibilities

• Builds and maintains productive and collaborative relationships with Relationship Managers and other channel sales partners.
• Serves as the trusted advisor for clients with cash management needs to develop, manage, and retain profitable customer relationships.
• Independently creates and executes a sales and marketing strategy that achieves established market penetration, cross-sell, revenue, and customer acquisition goals.
• Expands and retains business customers by identifying needs and challenging customers with insights.
• Partners with Relationship Managers in performing strategic dialogs to turn prospects into clients.
• Leads or participates in relationship management by identifying customer needs, providing solutions, and making in-person customer calls.
• Advises Relationship Managers on fee revenue decisions.
• Manages portfolio to deepen existing relationships through proactive identification of solutions to meet customer needs.
• Partners with Sales Associates to deliver comprehensive recommendations based on customer cash management needs, relationship reviews, and leadership to provide an excellent customer experience.
• Ensures customers and internal partners are leveraging the proper cash management functions: Treasury Management Solutions, Service and Implementation, and partner appropriately with Sales Associates.
• Advances the TD Treasury Management brand by using industry expertise, conducting in-market customer and prospect presentations, seminars, lunch & learns, etc.
• Records accurately sales activities such as pipeline opportunities, calls, and customer notes in Salesforce.
• Follows procedural guidelines to leverage Implementation team to ensure superior on-boarding and excellent client experience.
• Be the subject matter expert on all Treasury Management.
• Represents the organization at various industry conferences, regional events, regional business meetings, in-market functions, and with regional centers of influence both internally and externally.
• Adheres to all Risk policies and procedures.
• Possesses financial acumen and provides relationship revenue advice to Relationship Managers.
• Navigates the bank to deliver relationship revenue and an excellent customer experience.

Requirements

Requires a 4-year degree or equivalent experience, 7+ years related experience, proven sales skills, proven ability to interact with internal and external customers, proven interpersonal, presentation, verbal, and written communication skills, proven organizational and time management skills, proven analytical and problem-solving skills, proven ability to manage multiple projects and tasks in a fast-paced environment, and proven PC skills including proficiency in Word, Excel, and PowerPoint.

Qualifications

Physical Requirements: Performing sedentary work, performing multiple tasks, operating standard office equipment, responding quickly to sounds, sitting, standing, walking, squatting, bending, reaching overhead, reaching forward, pushing, pulling, twisting, concentrating for long periods of time, applying common sense to deal with problems involving standardized situations, reading, writing and comprehending instructions, adding, subtracting, multiplying and dividing.

Skills

Financial acumen, negotiation skills, relationship management, strategic thinking, client service, communication, teamwork, problem-solving, project management, data analysis, and technology proficiency.

Benefits

TD offers a comprehensive benefits package including health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

$91,000 - $136,240 USD

Schedule

Full-time, 40 hours per week