Treasury Management Sales Officer III

Treasury Management Officer (TMO) III

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.

The TMO III:

• 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. Partner with Relationship Manager's in identifying opportunities for clients and prospects
• 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

Education & Experience:

• 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

Physical Requirements:

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Occasional
• Sitting – Continuous
• Standing – Occasional
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Never
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Never
• Crawling – Never
• Climbing – Never
• Reaching overhead – Never
• Reaching forward – Occasional
• Pushing – Never
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous