Manager I, Cash Management - Regina, Canada - TD Bank

TD Bank

Verified Company

Regina, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

401066BR

Commercial Banking

Regina, SK

February 27, 2023

Company Overview

Department Overview

The primary purpose of this role is to ensure the Cash Management and Deposit needs of existing customers are proactively identified, negotiated and implemented and repricing opportunities are promptly identified and addressed, as well as to work closely with the Relationship Managers and Account Managers on the acquisition of new customer relationships.

The MCM is a customer-facing role, supporting the sales process with cash management expertise

Job Description:

CUSTOMER

Deliver and promote exceptional service at every interaction and execute on plans to continuously improve the customer experience, to ensure unit meets or exceeds LEI target.
Structure and package creative competitive deposit and cash management solutions to meet the customers needs
Use internal network to continually build specialized expertise to maximize customer satisfaction
Ensure customers are knowledgeable and know how to use their cash management products effectively
Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer's business
Responsible for documenting calling activities
Proactively look for opportunities to meet customers evolving cash management needs.
Actively promote Business Banking brand within the community through participation in community business groups, initiatives, fundraisers, etc.

- "Deliver the Bank" by recommending, introducing and referring appropriate TDBG Business Partners and Products

SHAREHOLDER

Grow Contribution to Profit (CTP)
Meet or exceed annual sales, revenue, volume & new customer objectives
Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology.
Identifying and negotiating deposit and current account activity pricing opportunities
Contribute to the acquisition of new business by conducting calls and attending meetings jointly with RM/AM. (on client calls / shadow calls / COI calls).
Assist Relationship/ Account Managers (RM/AM) in identifying and negotiating deposit and current account activity pricing opportunities
Prepare and present competitive, fulsome and professional proposals in a timely fashion.
Responsible to proactively lead account planning and relationship review activities to prioritize account repricing and additional cash management and deposit product crosssell opportunities.
Actively refer to other business partners both within Business Banking and across TD and respond quickly and effectively to reciprocal referrals.
Understand pricing models/concepts and maintain consistency with Business Banking goals
Champion exception pricing requests for deposit and cash management products and services
Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank.
Complete all compliance training and attestations within required timelines.
Minimize credit and operational risks, ensure credit facilities are in place for cash management arrangements.
Ensure all appropriate documentation is in place in advance of implementation of deposit and cash management products
Coach team members in assessing customer requests to determine appropriate product and risk.
Be knowledgeable of and comply with Bank and Industry Codes of Conduct
Understand the market and the industries within the portfolio to ensure value added service is provided to clients while mitigating risk to the Bank
Track and report any variance occurring in deposit volumes, service charges or deposit margins

Requirements:

EXPERIENCE & EDUCATION

Undergraduate degree and/or
5+years of work experience

Additional Information

EMPLOYEE / TEAM

Cultivate and model the Colleague Promise to support colleague growth, and a culture of care; make an impact at work and in our communities by leading with authenticity and supporting well being to represent TD's brand
Connect the alignment of colleague's contributions with the TD Shared Commitments
Build and retain an engaged and diverse team where every colleague and customer are valued, respected, and listened to; committed to a common goal and collaborate to move with speed and get things done
Recruit, identify strong talent and develop a diverse talent pipeline of qualified workforce to innovate and maximize individual strengths to lead to a better business outcome
Enable colleague growth by encouraging colleague development to achieve career and business objectives; ensuring timely motivating appreciation and recognition to all colleagues
Enable a continuous learning culture by proactively seeking, listening to and actioning feedback from peers and from colleague listening opportunities to continuously improve the colleague experience and grow your personal leadership
Lead your team t