Treasury Management Sales Officer III

TD Bank • Parsippany-Troy Hills, NJ

271d • $110,760 - $178,880

About The Position

The Treasury Management Officer (TMO) III is an independent senior advisor who is accountable to develop new Treasury Management (TM) business and expand TM relationships. Possesses a proven track record of growing revenue through portfolio fee expansion and new sales. They are a critical thinker who is orientated toward creating detailed business plans to facilitate the attainment of goals. A skilled negotiator possessing the business acumen to balance customer orientation with productive results. As a skilled communicator and presenter, the TMO III will seek public opportunities to represent the Treasury Management business and TD Bank in strategic settings.

Requirements

• 4-year degree or equivalent experience.
• 10+ years related experience required.
• Expert Sales skills (e.g. closing, client retention).
• Proven ability to interact with internal and external customers in a professional manner to provide exceptional customer service and grow business.
• Proven Interpersonal, presentation, verbal and written communication skills with the ability to successfully negotiate, persuade and communicate with executive management.
• Proven track record of promoting the TD brand by delivering presentations in professional and internal forums.
• Proven organizational and time management skills.
• Expert analytical and problem-solving skills.
• Expert ability to manage multiple projects and tasks in a fast-paced environment.
• Expert PC skills; proficiency in Word, Excel, and PowerPoint.

Responsibilities

• Builds and maintains productive and collaborative relationships with the Relationship Managers and other channel sales partners.
• Serves as the trusted advisor for clients with cash management needs to develop, manage and retain profitable customer relationships.
• Independently creates and executes a sales and marketing strategy that achieves established market penetration, cross-sell, revenue and customer acquisition goals.
• Advances the TD Treasury Management brand by using industry expertise, conducting in-market customer and prospect presentations, seminars, lunch & learns, etc.
• Expands and retains business customers by identifying needs and challenging customers with insights.
• Demonstrates independent ability to lead the prospecting effort and coordinate a deal team to pursue opportunities.
• Partners with Relationship Managers in performing strategic dialogs to turn prospects into clients.
• Leads or participates in relationship management by identifying customer needs, provide solutions, make in-person customer calls.
• Advises Relationship Managers on fee revenue decisions.
• Manages portfolio to deepen existing relationships through proactive identification of solutions to meet customer needs.
• Builds and maintains strong networks with Centers of Influence (COI's).
• Collaborates with Relationship Managers on customer relationships to ensure unified approach to meeting customer Banking needs.
• Partners with Sales Associate to deliver comprehensive recommendations based on customer cash management needs, relationship reviews and leadership to provide an excellent customer experience.
• Ensures customers and internal partners are leveraging the proper cash management functions: Treasury Management Solutions, Service and Implementation and partner appropriately with Sales Associates.
• Records accurately sales activities such as pipeline opportunities, calls, and customer notes in Salesforce.
• Follows procedural guidelines to leverage Implementation team to ensuring superior on-boarding and excellent client experience.
• Accountable for document origination and execution for Master Cash Management Agreement, Product(s) and Customer Due Diligence.
• Be the subject matter expert on all Treasury Management.
• Represents the organization at various industry conferences, regional events, regional business meetings, in-market functions, and with regional centers of influence both internally and externally.
• Seeks and creates subject matter to speak at Treasury Management and industry segment events.
• Adheres to all Risk policies and procedures.
• Possesses financial acumen and provide relationship revenue advice to Relationship Managers.
• Navigates the bank to deliver relationship revenue and an excellent customer experience.

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 and reward and recognition programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree