TD Bank

CM Sales Officer III

TD Bank • $115K — $173K *
Wilmington, DE 19805In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 4-year degree or equivalent experience
  • 10+ years of relevant experience
  • Expert sales skills with a focus on closing and client retention
  • Strong interpersonal and communication skills for interacting with senior management
  • Proven ability to promote the TD brand through engaging presentations
  • Expertise in analytical and problem-solving skills
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)

Responsibilities

  • Develop and expand new Treasury Management business relationships
  • Create and execute tailored sales strategies for market penetration
  • Advise and collaborate with clients to address cash management needs
  • Represent TD Bank at industry conferences and public events
  • Record sales activities and client interactions using Salesforce
  • Manage existing client relationships to enhance service delivery
  • Collaborate with Relationship Managers for a unified customer approach

Benefits

  • Opportunities for professional growth and skill development
  • Supportive work environment fostering collaboration
  • Access to ongoing training and educational resources
  • Participation in industry events and networking opportunities
Full Job Description
Work Location:
Wilmington, Delaware, United States of America

Hours:
40

Pay Details:
$115,440 - $173,160 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) III is an independent senior 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 creating detailed business plans to facilitate the attainment of goals. A skilled negotiator possessing the business acumen to balance customer orientation with productive results. As a skilled communicator and presenter, the TMO III will seek public opportunities to represent the Treasury Management business and TD Bank 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
  • Advances the TD Treasury Management brand by using industry expertise, conducting in-market customer and prospect presentations, seminars, lunch & learns, etc
  • Expands and retains business customers by identifying needs and challenging customers with insights
  • Demonstrates independent 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
  • 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
  • Seeks and creates subject matter to speak 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
  • 10+ years related experience required
  • Expert 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, persuade and communicate with executive management
  • Proven track record of promoting the TD brand by delivering presentations in professional and internal forums
  • Proven organizational and time management skills
  • Expert analytical and problem-solving skills
  • Expert ability to manage multiple projects and tasks in a fast-paced environment
  • Expert 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.

About TD Bank

TD Securities offers a range of advisory and capital market services to its clients. The company's range of services includes research, investment banking, capital markets, and global transaction banking. Research consists of commodity and equity research. Investment banking consists of mergers, acquisitions, industry expertise, and credit origination. Global transaction banking consists of trade finance, cash management, and correspondent banking. TD Securities was founded in 1855 and is based in Ontario.

TD Bank Careers

Join the vibrant team at TD Bank, one of North America's leading financial services organizations, where innovation, leadership, and growth go hand in hand. At TD Bank, we are committed to fostering a culture of diversity and inclusion, making it an ideal place for ambitious professionals to thrive. Work You’ll Do At TD Bank, your professional journey is bolstered by a robust support system. From your first interview to every career milestone, you will find opportunities for growth and leadership. Our team is dedicated to helping you develop the skills necessary for success in the ever-evolving financial sector. TD Bank offers a variety of job opportunities across multiple fields, from customer service to investment banking. Each position at TD Bank is a chance to contribute to our culture of innovation and exceptional client service. Internship Programs Kickstart your career with a TD Bank internship. Our programs provide invaluable industry exposure and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark in the banking industry. Interns at TD Bank enjoy the unique opportunity to work alongside seasoned professionals, gaining insights that are crucial for future employment. Benefits and Growth TD Bank is deeply committed to the well-being and continuous growth of our team members. We offer competitive benefits packages that cover health, finance, and family care. Our employees enjoy comprehensive health insurance, retirement plans, and generous paid time off, among other perks. Moreover, TD Bank encourages professional development through various training programs, including leadership development and diversity training. These initiatives ensure that our team remains at the forefront of industry standards and best practices. Join Our Team Explore the numerous career paths available at TD Bank and discover how your skills and interests align with our mission. We are actively hiring and continually looking for talented individuals who are passionate about banking and customer service. Networking and Professional Development At TD Bank, we believe in the power of networking and collaboration. Our employees have access to a wide range of networking events, workshops, and seminars that promote career development and professional growth. These platforms not only enhance your professional skills but also expand your industry connections. Stay Connected Keep up to date with the latest at TD Bank Careers by subscribing to our job alert emails. Tailor your subscription to match your career preferences and get the latest news, insider tips, and job opportunities delivered straight to your inbox. Explore job opportunities at TD Bank and be part of a team that values hard work, creativity, and a diverse workplace culture. Your next great career move is just a click away. SEARCH TD BANK JOBS Join us at TD Bank and let your ambition lead you to a rewarding career filled with opportunities to learn, grow, and innovate.
Learn more about TD Bank
Size
90,000 employees
Market Cap
$117.9 billion
Industry
Finance & Insurance
Net Income
-$6.9 million
5 Year Trend
+6.6%
* Ladders Estimates

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