Treasury Management Sales Officer II

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  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.

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.

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

• 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…