Government Banking Relationship Manager III

TD•White Plains, NY

3d•Onsite

About The Position

The Government Banking Relationship Manager III develops and retains government banking business and grows core deposits, meeting with prospects and customers. This role independently develops and retains government banking business and grows core deposits, meeting with larger and more complex prospects and customers in a designated region to a larger sales goal according to Company procedures and applicable regulatory guidelines. The role involves making prospect and customer calls independently to sell government banking services and cross-selling other Company products and services. It also includes managing assigned relationships in coordination with other appropriate internal personnel, and potentially leading unit activities by assigning, prioritizing, and monitoring work. The position provides direction, answers questions, and offers technical guidance and assistance to staff with complex account management aspects. It resolves escalated issues and problems by conferring with staff, other internal departments, outside contacts, and customers. Furthermore, the role provides training and mentoring for new and less experienced staff, develops a network of referral sources, and proactively asks for prospect leads, ensuring referral sources have current information on government banking products and services. The Government Banking Relationship Manager III gathers prospect financial information independently for larger and more complex accounts, explains a wide array of financing alternatives, and guides prospects to the best choices based on government banking experience, industry understanding, and individual prospect situations. The role answers questions, follows up on information requests, and compiles necessary information to begin financial analysis. It monitors the status of assigned current accounts to ensure conformity with terms, ensures necessary documentation is completed and forwarded for processing, and stays informed of developing trends. The position provides customers with routine services and resolves customer problems, ensuring accuracy and maintenance of customer records and files, and updating information as needed. It prepares extensive management reports summarizing account activity and participates in the development of overall department operating policies and procedures by communicating new or unique situations and solutions developed. Finally, the role manages customer profitability.

Requirements

4-year degree or equivalent experience
3-5 years of related experience
Strong understanding of government banking business development techniques and financing strategies
Proven business development track record
Strong market presence with wide network of outside referral sources for new business
Strong credit and financial analysis skills
More refined negotiation skills
Excellent communication skills, both verbal and written
Extensive travel and evening work is required
PC skills

Responsibilities

Develops and retains government banking business and grows core deposits independently.
Meets with larger and more complex prospects and customers in a designated region to a larger sales goal.
Makes prospect and customer calls independently to sell government banking services and cross sells other Company products and services.
Manages assigned relationships in coordination with other appropriate internal personnel.
May lead activities of unit, assigning, prioritizing and monitoring work.
Provides direction and answers questions as needed.
Provides technical guidance and assists staff with most complex aspects of account management as necessary.
Resolves escalated issues and problems by conferring with staff, other internal departments, outside contacts and customers as necessary.
Provides training and mentoring for new and less experienced staff.
Develops network of referral sources and proactively asks for prospect leads; ensures referral sources have current information on government banking products and services.
Gathers prospect financial information independently for larger and more complex accounts.
Explains wide array of financing alternatives and guides prospects to best choices based on government banking experience, understanding of industry and individual prospect situations.
Answers questions and follows up on information requests; compiles necessary information to begin financial analysis.
Monitors status of assigned current accounts to ensure conformity with terms; ensures necessary documentation is completed and forwarded for processing; remains informed of developing trends.
Provides customers with routine services and resolves customer problems.
Ensures accuracy and maintenance of customer records and files and updates information as needed.
Prepares extensive management reports summarizing account activity.
Participates in the development of overall department operating policies and procedures by communicating new or unique situations and solutions developed.
Manages customer profitability.