Cash Management Officer Iii - Montréal, Canada - TD Bank

TD Bank

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

416162BR

Commercial Banking

Montreal, QC

August 8, 2023

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview

The Commercial National Accounts (CNA) provides dedicated relationship coverage to the larger commercial clients across all industry sectors.

This client base is primarily designated by size of credit facilities being larger than 25 million and/or annual sales being greater than 150 million.

It also encompasses all commercial clients with syndicated credit facilities (regardless of size).

The group consists of senior commercial banking professionals who combine specific industry knowledge and extensive deal structuring experience to offer a full suite of customized credit and cash management solutions to meet the complex needs of our clients.

Job Details

The Cash Management Services Officer (CMSO) position is found in large Units in which volumes warrant a dedicated resource for deposit and cash management administrative matters.

In smaller Units, the accountabilities may be domiciled in a split CMSO/Commercial Services Officer position. The CMSO reports to the Manager Cash Management. This position is accountable to deliver a superior customer experience, support profitable business growth, and achieve The Quest.

Identify additional business opportunities for existing customers and advise the Manager, Cash Management (MCM), Relationship/Account Manager as appropriate.
Build new relationships and deepen existing customer relationships by consistently following the Commercial Sales methodology.
Crosssell products and services to existing and new customers to maximize revenue/profit and retention of relationships.
Support shadow portfolio goals and documentation in CARMA
Develop and maintain understanding of pricing models/concepts such as Pricing Options Worksheet (POW), the Relationship Activity Profile (RAP), and the Customer Account Transaction System (CATM.
Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals.
Assist in the preparation of presentations to clients for Manager, Cash Management, Relationship/Account Managers, and Manager Business Development.
Assist in preparation of Pricing Committee submissions where exception pricing is required.
Support MCM, Relationship/Account Managers by gathering noncredit profitability data to support account planning and relationship review activities by leveraging Deposit and Cash Management pricing reports to identify repricing and crosssell opportunities.

Job Requirements

Embrace and promote a positive environment that supports a diverse workplace
Actively participate in the performance management process including performance reviews, feedback, and coaching sessions as well as performance and development discussions
Seek knowledge both formal and informal in line with PDP objectives
Build and maintain solid relationships with our business partners (CCSC, CAS, BSC, Branch network) acting as a link to those groups profitable business growth, and achieve The Quest

Additional Information

This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French.

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals.

Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health