Treasury Management Sales Officer II

About the role

The Treasury Management Officer (TMO) II is an independent advisor accountable for developing new Treasury Management business and expanding TM relationships. This role requires a proven track record of growing revenue through portfolio fee expansion and new sales. The TMO II is a critical thinker oriented toward executing a business plan to attain revenue goals, a skilled negotiator with business acumen to balance customer orientation with productive results, and a skilled communicator and presenter who will represent Treasury Management and TD Bank by participating in strategic settings.

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
• Demonstrates ability to lead the prospecting effort and coordinate a deal team to pursue opportunities
• 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 Relationship Managers in identifying opportunities for clients and prospects
• Builds and maintains strong networks with Centers of Influence (COIs)
• Collaborates with Relationship Managers on customer relationships to ensure unified approach to meeting customer banking needs
• Partners with Sales Associate 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 partners 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
• Accountable for document origination and execution for Master Cash Management Agreement, Product(s) and Customer Due Diligence
• 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
• Speaks at Treasury Management and industry segment events
• 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

Qualifications

• 4-year degree or equivalent experience
• 7+ years related experience required
• Proven sales skills (e.g. closing, client retention)
• Proven ability to interact with internal and external customers in a professional manner to provide exceptional customer service and grow business
• Proven interpersonal, presentation, verbal and written communication skills with the ability to successfully negotiate and persuade
• 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
• Proven PC skills; proficiency in Word, Excel, and PowerPoint

Physical requirements

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment – Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

Pay

$91,000 - $145,600 USD. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.