Relationship Manager III

TD•Hamilton, ON

2d•CA$96,900 - CA$136,800•Onsite

About The Position

The Relationship Manager III is responsible for growing a large and complex business portfolio through building new customer relationships and meeting or exceeding customer objectives. The role focuses on fostering customer retention and engagement by offering a comprehensive range of products and services tailored to their needs.

Requirements

Undergraduate degree or equivalent work experience
5+ years of experience
Requires an in-depth understanding of products/services and key competitors
Possess a solid understanding of the business, the competitive landscape and economic/market issues

Nice To Haves

May be a customer segment knowledge resource
May support strategic ranked clients and a larger proportion of complex clients and mandates

Responsibilities

Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
Lead all aspects of relationship management for an assigned portfolio
Actively use sales platforms to build a robust understanding of our customers/target needs, industries, and markets
Understand customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
Possess and constantly build deep expert knowledge of the market, customers, and broader economic factors
Develop and maintain centre of influence strategies and relationships
Identify customer/prospect referral opportunities to internal Bank partners that meet customer needs
Enhance TDBG brand by participating in networking events
Develops / implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to enable business growth
Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
Promote and offer full suite of products, sales, services and banking capabilities
Contribute to business objectives for Operational Excellence
Support the timely and accurate completion of business processes and procedures
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identify, suggest and actively participate in process improvement opportunities
Actively manage relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
Participate in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
Ensure necessary due diligence to support the accuracy of all customer transactions / activities
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
Identify referral opportunities across business lines and segments
Understand the business and technical principles that underpin the design and delivery of the products and services provided
Able to design new processes/foresee operational challenges
Provide guidance to RMA and RM team on complex client matters
Lead training and mentoring of others on team
May serve as a customer segment knowledge resource
May support strategic ranked clients and a larger proportion of complex clients and mandates
Coordinate the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship
Solve moderately complex problems by taking a new perspective on existing product and service solutions
Exercise judgement in planning and developing customized account management processes
Identify and lead customer problem resolution