Associate Treasury Solutions - GTB, TD Securities

Td Securities USANew York, NY
267d$150,000 - $175,000

About The Position

TD Securities Treasury Solutions provides treasury management products to US/Canadian public companies and the subsidiaries of global multinationals. Treasury management consists of the collection, disbursement, liquidity management and the related information technology required to implement this. Treasury Solutions provides the linkages between these large corporate clients and the global payment systems through a variety of technology-based products, supported by high caliber sales and execution personnel. Each client typically receives a bespoke solution which allows their systems to connect with those of TD to facilitate money movement on an automated basis. Treasury Solutions has teams throughout Canada and the US and call on clients around the world. This is a client management focused role. We are seeking a recruit with the capability to add value today, with the potential for a long-term career within our team. The Associate will support a portfolio of clients which require day to day servicing including the implementation of cash management services. As a member of the Treasury Solutions team, you will be a key point of knowledge for client servicing as well as revenue generation from the portfolio of existing clients. Associates are expected to act as trusted advisors on complex cash management solutions and advise the senior relationship managers as well as leadership team on any notable client concerns or issues, or risks facing TD Securities overall. This position is based in New York. Progression within the team will require gradually more travel to meet and build relationships with clients. A willingness to relocate is advantageous, but not essential, as we have plans for growth globally.

Requirements

  • Relevant industry experience in banking, corporate treasury, or professional services, demonstrating a track record of accomplishment and progression is preferred.
  • Expertise in treasury management gained through experience or training (i.e., CTP).
  • Project management is a plus.
  • Life or career accomplishments that demonstrate motivation to achieve results, commitment to excellence and willingness to go above and beyond.
  • An interest in technology, particularly FinTech, and a consciousness of its impact on the business.
  • Demonstrated ability to work well individually and as part of a team, including the desire to develop oneself as a leader.
  • Self-starter with a positive attitude and a good sense of humor.
  • Creative problem solver.
  • Excellent written communication, organization, and planning skills.
  • A people person who thrives on social interaction.
  • Advanced analytical and data manipulation skills.
  • Expert in MS Office, especially Excel and PowerPoint.
  • Undergraduate degree with strong academics, preferably in a relevant discipline such as business, engineering, technology, or computer science.

Nice To Haves

  • Familiarity with credit facility documentation.
  • Understanding of corporate lending.
  • Client facing experience.
  • Understanding of cash management products and governing rules, and/or the willingness to become familiar with rules & norms associated with cash management.

Responsibilities

  • Understand the overall TDS client organization strategy, particularly that of Corporate and Investment banking.
  • Direct accountability for driving revenue by increasing the penetration and profitability of cash management products and services on your team's portfolio.
  • Support to efforts of senior team members to originate new clients.
  • Act as a technical expert on cash management products and their execution both internally externally to client.
  • Attend client pitches with cash management team members and other TDS' calling officers, and substantively contribute to discussion/sales effort.
  • With minimal guidance from more senior members of the Treasury Solutions team, complete RFP's and create pitch decks.
  • Work closely with other partners in TD Securities (US and Canada) and TDBG including Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets and Trade Finance, as well as Business Banking to monetize cash management opportunities.
  • Oversee the onboarding and maintenance of cash management clients, including oversite of anti-money laundering compliance for your teams portfolio.
  • Manage the implementation of new products and services, including negotiation of legal documents.
  • Manage cash management credit facilities, including liaison with credit management and risk management functions.
  • Continuously learning about new and current cash management products and managing diverse complex projects which may be client facing or strictly internal.
  • Act as a primary point of contact for clients with complex treasury management systems and high-quality service expectations.

Benefits

  • Base salary and variable compensation/incentive awards.
  • 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 opportunities.
  • Reward and recognition programs.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

Bachelor's degree

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