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Relationship Manager

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TD

14d ago

  • Job
    Full-time
    Junior & Mid Level
  • Sales & Business Development
    Banking & Finance
  • Québec
  • Quick Apply

AI generated summary

  • You need a degree, 2-3 years of financial or account management experience, strong analytical skills, and the ability to generate leads and manage client relationships.
  • You will manage mid-market relationships, develop strategies to expand partnerships, generate business opportunities, and collaborate with a team while balancing sales and service.

Requirements

  • - Successful Relationship Managers have the proven ability to continually generate new business and grow an existing portfolio of Commercial Large Business clients.
  • - An RM must be comfortable executing an independent marketing plan that includes considerable portions of time being devoted to a call program and developing self generated leads.
  • - In addition, in order that the RM can identify quality business opportunities they must have experience analyzing and structuring commercial credit.
  • - In addition to your undergraduate/graduate degree in business or relevant professional designation, you ideally have 2-3 years of experience as a Financial Analyst or Account Manager in a business or banking environment.
  • - Alternatively you may have experience in another profession that supports the needs of business and are looking for an opportunity to add value from a different perspective.
  • - You have well developed analytical, and relationship management skills and look forward to developing them further in this role.

Responsibilities

  • - As a Relationship Manager you will work on a two person team with an Analyst to manage a portfolio of mid-market Commercial relationships.
  • - As the face of the Bank to your clients, you will establish yourself as a trusted business advisor who is sought after for guidance regarding matters relating to the credit facilities that are supporting the client's business strategy.
  • - You will also add value by identifying opportunities and opening doors that will enhance the scope of the overall banking relationship.
  • - To that end the position develops and executes a relationship strategy for each client, identifying the key issues surrounding the relationship and implementing a strategy to facilitate the expansion of our partnership with the business.
  • - You’ll also broaden your sphere of influence by developing relationships with industry and other external contacts to generate additional new business opportunities through referrals as well as a targeted calling program.
  • - Acquiring new relationships and volumes by obtaining referrals from internal and external sources and by conducting a targeted calling program is your major job accountability.
  • - You feel comfortable in a team-based business environment where you are expected to balance sales, cross selling, servicing and referrals to Business Partners.

FAQs

What is the job title for this position?

The job title is Relationship Manager.

Where is the job located?

The job is located in Canada.

What is the expected work hours for this role?

The expected work hours for this role are 37.5 hours per week.

What line of business does this role support?

This role supports the Personal & Commercial Banking line of business.

Is prior experience necessary for this position?

Yes, ideally candidates should have 2-3 years of experience as a Financial Analyst or Account Manager in a business or banking environment.

Will I be working in a team?

Yes, you will work on a two-person team with an Analyst to manage a portfolio of mid-market Commercial relationships.

What are the main responsibilities of a Relationship Manager?

The main responsibilities include acquiring new relationships, growing an existing portfolio, and developing a relationship strategy for each client.

Is credit analysis a primary responsibility for this position?

Credit analysis is not a major component of the Relationship Manager's accountabilities, although it may be required based on business volumes.

What kind of support will I receive in this role?

You will receive coaching and support from the Unit Leader and Sales Manager.

How does TD support employee development?

TD offers regular development conversations, training programs, a competitive benefits plan, and opportunities for mentorship to help colleagues thrive.

Is proficiency in a language other than French required?

No, this position does not require proficiency in a language other than French.

What kind of clients will I be working with?

You will be working with mid-market Commercial clients with borrowings in the $1 million to $15 million range.

How does TD approach compensation for this role?

TD is committed to providing fair and equitable compensation, and candidates are encouraged to have open discussions with HR regarding pay details for this role.

Will training and onboarding be provided?

Yes, training and onboarding sessions will be provided to ensure that you have everything you need to succeed in your new role.

What is the main goal of the Relationship Manager?

The main goal is to establish yourself as a trusted business advisor and to grow the banking relationship by identifying new business opportunities and developing client strategies.

TD

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Mission & Purpose

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.