430285BR

　　Job Title:

　　Treasury Management Sales Officer I- Tampa, FL

　　Company Overview:

　　Our Values

　　At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors. 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 and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.

　　Our Total Rewards Package

　　Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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.

　　How We Work

　　At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care.

　　Who We Are

　　TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

　　Auto req ID:

　　430285BR

　　Country:

　　United States

　　Job Requirements:

　　Must be eligible for employment under regulatory standards applicable to the position

　　Build and maintain productive and collaborative relationships with the Relationship Managers and other channel sales partners

　　Serve as the trusted advisor for clients with cash management needs to develop, manage and retain profitable customer relationships.

　　Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell, revenue and customer acquisition goals in partnership with Sales Leadership

　　Expand and retain business customers by identifying needs and challenging customers with insights.

　　Demonstrate ability to contribute to the prospecting effort and coordination of a deal team to pursue opportunities.

　　Partner with Relationship Managers and Sales Leadership in performing strategic dialogs to turn prospects into clients.

　　Lead or participate in relationship management by identifying customer needs, provide solutions, make in-person customer calls and advise Relationship Managers on fee revenue decisions in partnership with Sales Leadership.

　　Manage portfolio to deepen existing relationships through proactive identification of solutions to meet customer needs. Partner with Relationship Manager and Sales Leadership in identifying opportunities for clients and prospects.

　　Build and maintain strong networks with Centers of Influence (COI's).

　　Collaborate with Relationship Managers on customer relationships to ensure unified approach to meeting customer Banking needs.

　　Partner with Sales Associate to deliver comprehensive recommendations based on customer cash management needs, relationship reviews and leadership to provide an excellent customer experience.

　　Ensure customers and internal partners are leveraging the proper cash management functions: Treasury Management Solutions, Service and Implementation and partner appropriately with Sales Associates.

　　Advance the TD Treasury Management brand by using industry expertise, conducting in-market customer and prospect presentations, seminars, lunch & learns, etc.

　　Record accurately sales activities such as pipeline opportunities, calls, and customer notes in Salesforce.

　　Follow 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.

　　Developing subject matter expert on all Treasury Management.

　　Represent the organization at various industry conferences, regional events, regional business meetings, in-market functions, and with regional centers of influence both internally and externally.

　　Participate in Treasury Management and industry segment events

　　Adhere to all Risk policies and procedures.

　　Develop financial acumen and provide relationship revenue advice to Relationship Managers in partnership with Sales Leadership

　　Hours:

　　40

　　Job Details:

　　The Treasury Management Officer (TMO) I is an entry point into field cash management sales. Generally focused on less complex cash management needs or Small Business customers, the TMO I will manage a portfolio and have a revenue generation goal. A TMO I may be developing product knowledge, sales skills and business acumen on a career path toward TMO II. A TMO I will learn to develop and execute a business plan, negotiate and manage the TD Treasury Management customer experience. Have desire to become a skilled communicator and presenter to confidently represent and participate in strategic setting on behalf of Treasury Management and TD Bank.

　　Inclusiveness:

　　Our Commitment to Diversity, Equity, and Inclusion

　　At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

　　EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.

　　Accommodation

　　If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at [email protected]. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

　　How We're Helping Make an Impact in Communities

　　TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

　　We look forward to hearing from you!

　　State:

　　Florida

　　City:

　　Tampa

　　Qualifications:

　　4-year degree or equivalent experience

　　5+ years of industry related experience required

　　Demonstrates sales skills (e.g. closing, client retention)

　　Demonstrates ability to interact with internal and external customers in a professional manner to provide exceptional customer service

　　Demonstrates Interpersonal, presentation, verbal and written communication skills with the ability to successfully negotiate and persuade

　　Demonstrates organizational and time management skills

　　Demonstrates analytical and problem-solving skills

　　Demonstrates ability to manage multiple projects and tasks in a fast-paced environment

　　Demonstrates PC skills; proficiency in Word, Excel, and PowerPoint

　　Work Location:

　　2307 West Kennedy Boulevard

　　Business Line:

　　TD Bank AMCB

　　Job Category - Primary:

　　Commercial Banking

　　Job Category(s):

　　Commercial Banking

　　State (Primary):

　　Florida

　　City (Primary):

　　Tampa

　　Time Type:

　　Full Time

　　Employment Type:

　　Regular

　　Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.