Government Banking Relationship Manager III

TD•Boston, MA

21d•$115,440 - $186,160•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 involves developing and retaining government banking business and growing core deposits independently, 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 manager makes prospect and customer calls independently to sell government banking services and cross sells other Company products and services, managing assigned relationships in coordination with other appropriate internal personnel. The role may involve leading unit activities, assigning, prioritizing and monitoring work, providing direction and answering questions, and offering technical guidance and assistance to staff with the most complex aspects of account management. The manager is responsible for resolving escalated issues and problems and providing training and mentoring for new and less experienced staff. Additionally, the role involves developing a network of referral sources, proactively asking for prospect leads, and ensuring referral sources have current information on government banking products and services. The manager 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. They answer questions, follow up on information requests, and compile necessary information to begin financial analysis. The role includes monitoring the status of assigned current accounts to ensure conformity with terms, ensuring necessary documentation is completed and forwarded for processing, and staying informed of developing trends. Routine customer services are provided, and customer problems are resolved. The manager ensures the accuracy and maintenance of customer records and files, updates information as needed, and prepares extensive management reports summarizing account activity. Participation in the development of overall department operating policies and procedures by communicating new or unique situations and solutions developed is also a key aspect. Finally, the manager is responsible for managing 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.