TM Sales Officer II Charlotte, NC

Work Location:

Hours:

Pay Details:

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 candidates 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.

Line of Business:

Job Description:

The Treasury Management Officer (TMO) II is an independent advisor who is accountable to develop new Treasury Management (TM) business and expand TM relationships. Possesses a proven track record of growing revenue through portfolio fee expansion and new sales. They are a critical thinker who is orientated toward executing on a business plan to attain their revenue goals. A skilled negotiator possessing the business acumen to balance customer orientation with productive results. As a skilled communicator and presenter the TMO II will represent Treasury Management and TD Bank by participating and demonstrating a willingness to present in strategic settings.

Depth & Scope:

• Builds and maintains productive and collaborative relationships with the 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 provide solutions make 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. Partner 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 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 ensuring 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 provide relationship revenue advice to Relationship Managers
• Navigates the bank to deliver relationship revenue and an excellent customer experience

Education & Experience:

• 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

Preferred Qualifications:

• Treasury sales experience

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• 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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g. eligibility for cash and/or equity incentive awards generally through participation in an incentive plan) and several other key plans such as health and well-being benefits savings and retirement programs paid time off (including Vacation PTO Flex PTO and Holiday PTO) banking benefits and discounts career development and reward and recognition. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age disability status as a protected veteran or any other characteristic protected under applicable federal state or local law.

If you are an applicant with a disability and need accommodations to complete the application process please email TD Bank US Workplace Accommodations Program at . Include your full name best way to reach you and the accommodation needed to assist you with the applicant process.