Account Manager II

Work Location:

Worcester, Massachusetts, United States of America

Hours:

40 Pay Details: $91,000 - $136,240 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.

Line of Business:
Personal & Commercial Banking

The Account Manager II is an internal sales role responsible for growing profit of the portfolio by deepening existing customer relationships. This job will maximize profitability, revenue and retention of existing relationships by cross selling the full range of products and services. The Account Manager is the primary contact for a portfolio of relationships, and the secondary client contact for relationships managed by the Relationship Manager.

Depth & Scope:
Administers and monitors large portfolio of varied complexity;
Manages loan relationships within the portfolio Build revenue to exceed growth goals for the portfolio through cross selling products to existing clients, and building a referral base of new clientele Ensures accuracy within maintenance of Customer records, including credit administration, exception and risk management, and files and updates information as needed. Prepares in-depth management reports summarizing portfolio activity Administers existing loans to ensure complete conformity with terms and adequacy of documentation, including preparation of review memos;

coordinates with operations and processing areas to ensure loan payments are collected and recorded Provides comments in Customer credit files to ensure information remains current Will perform regular site visits to audit accounts and ensure adherence to loan agreements and terms; occasionally accompanies Relationship Managers during sales calls to assist with account details and implementation Provides technical guidance and assists staff with some complex aspects of work as necessary May provide training and mentoring for new and less experienced staff Contributes and provides input to loan decision processes based on evaluation of credit risk and other key factors from Credit Management Coordinates with operations and processing areas to ensure loan payments are collected and recorded Utilizes limited personal credit authority under the direction of the Relationship Manager, for the benefit of Customers and efficiency of the lending process.

Administers and monitors large portfolio of varied complexity;
Manages loan relationships within the portfolio Build revenue to exceed growth goals for the portfolio through cross selling products to existing clients, and building a referral base of new clientele Ensures accuracy within maintenance of Customer records, including credit administration, exception and risk management, and files and updates information as needed. Prepares in-depth management reports summarizing portfolio activity Administers existing loans to ensure complete conformity with terms and adequacy of documentation, including preparation of review memos;

coordinates with operations and processing areas to ensure loan payments are collected and recorded Provides comments in Customer credit files to ensure information remains current Will perform regular site visits to audit accounts and ensure adherence to loan agreements and terms; occasionally accompanies Relationship Managers during sales calls to assist with account details and implementation Provides technical guidance and assists staff with some complex aspects of work as necessary May provide training and mentoring for new and less experienced staff Contributes and provides input to loan decision processes based on evaluation of credit risk and other key factors from Credit Management Coordinates with operations and processing areas to ensure loan payments are collected and recorded Utilizes limited personal credit authority under the direction of the Relationship Manager, for the benefit of…