Cash Management Officer Iii, Cna - Québec, Canada - TD Bank

TD Bank

Verified Company

Québec, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

401621BR

Commercial Banking

Montreal, QC

March 2, 2023

Company Overview

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 Description:

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.

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.

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.