Treasury Management Sales Officer Iii

2 weeks ago


Boston, United States TD Bank Full time

**Work Location**:
Boston, Massachusetts

**Hours**:
40

**Pay Details**:
$110,760.00 - $178,880.00 USD

**Line of Business**:
Personal & Commercial Banking

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.

**Depth & Scope**:

- 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
- 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
- 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**:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- 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



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