TM Sales Officer II

TD•Mount Laurel, NJ

1d•$91,000 - $136,240

About The Position

The Treasury Management Officer (TMO) II is an independent advisor accountable for developing new Treasury Management business and expanding existing relationships. The role requires a proven record of growing revenue through portfolio fee expansion and new sales, and the ability to execute a business plan to achieve revenue goals. The TMO II uses sound business judgment to balance customer needs with productive results and represents Treasury Management and TD Bank in strategic settings as a skilled communicator and presenter. The position builds productive relationships with Relationship Managers and other sales partners, advises clients on cash management needs, and manages profitable customer relationships. It independently develops and executes sales and marketing strategies to meet market penetration, cross-sell, revenue, and customer acquisition goals. The TMO II coordinates deal teams, leads prospecting, deepens existing portfolio relationships, and collaborates with partners to provide appropriate Treasury Management solutions and a consistent customer experience. The role also advances the TD Treasury Management brand through presentations and industry events, maintains accurate sales activity records in Salesforce, supports effective client onboarding, originates and executes required customer documents, and serves as a subject matter expert on Treasury Management. It adheres to risk policies and helps Relationship Managers navigate revenue decisions and deliver strong customer experiences.

Requirements

Four-year degree or equivalent experience.
At least 7 years of related experience.
Proven sales skills, including closing and client retention.
Ability to interact professionally with internal and external customers to provide exceptional service and grow business.
Interpersonal, presentation, verbal, and written communication skills, including the ability to negotiate and persuade.
Organizational and time-management skills.
Analytical and problem-solving skills.
Ability to manage multiple projects and tasks in a fast-paced environment.
PC skills and proficiency in Word, Excel, and PowerPoint.

Responsibilities

Build and maintain productive, collaborative relationships with Relationship Managers and other channel sales partners.
Serve as a trusted advisor to clients with cash management needs and develop, manage, and retain profitable customer relationships.
Independently create and execute sales and marketing strategies to achieve market penetration, cross-sell, revenue, and customer acquisition goals.
Expand and retain business customers by identifying needs and offering insights.
Lead prospecting efforts and coordinate deal teams to pursue opportunities.
Partner with Relationship Managers in strategic dialogues that convert prospects into clients.
Lead or participate in relationship management by identifying customer needs, providing solutions, and making in-person customer calls.
Advise Relationship Managers on fee revenue decisions and relationship revenue.
Manage the portfolio and proactively identify solutions and opportunities to deepen existing customer relationships.
Build and maintain networks with Centers of Influence.
Collaborate with Relationship Managers to provide a unified approach to customer banking needs.
Partner with Sales Associates to provide comprehensive recommendations based on cash management needs and relationship reviews.
Ensure customers and internal partners use appropriate cash management functions, Treasury Management Solutions, Service and Implementation, and Sales Associate support.
Promote the TD Treasury Management brand through industry expertise, customer and prospect presentations, seminars, lunch-and-learns, and other events.
Accurately record sales activities, including pipeline opportunities, calls, and customer notes, in Salesforce.
Follow procedures for engaging the Implementation team to support superior onboarding and client experience.
Originate and execute Master Cash Management Agreement, product, and Customer Due Diligence documents.
Serve as the subject matter expert on Treasury Management.
Represent the organization at industry conferences, regional events and meetings, in-market functions, and with internal and external regional Centers of Influence.
Speak at Treasury Management and industry-segment events.
Adhere to all risk policies and procedures.
Navigate the bank to deliver relationship revenue and an excellent customer experience.