Treasury Management Sales Officer II

On Site

Ramsey, New Jersey

Full time

R_1507230

Work Location:

Ramsey, New Jersey, United States of America

Hours:

40

Pay Details:

$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.

Line of Business:

Personal & Commercial Banking

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 Manager's in identifying opportunities for clients and prospects

• Builds and maintains strong networks with Centers of Influence (COI's)

• 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

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 world's 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 95,000 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 (http://hrportal.ehr.com/tdtotalrewards)

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 you’re 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.

We're 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 you’ve got everything you need to succeed in your new role.

Interview Process

We’ll 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 [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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Accessibility (https://www.td.com/us/en/personal-banking/universal-footer/accessibility/) | FAQ (https://cdn-static.findly.com/wp-content/uploads/sites/3345/2024/08/02032545/FAQ\_EN.pdf)

Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada (https://www.td.com/ca/en/about-td/ready-commitment) | US (https://www.td.com/us/en/about-us/communities/ready-commitment) | Europe & Asia Pacific (https://www.td.com/ca/en/about-td/ready-commitment)

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.