Account Manager I

6 months ago

Surrey, Canada TD Bank Full time

**Account Manager I**:

- 411203BR

**Job Category - Primary**
- Commercial Banking

**Work Location**
- 10435 King George Vi Boulevard

**Employment Type**
- Regular

**City**
- Surrey

**Time Type**
- Full Time

**Province/State**
- British Columbia

**Hours**
- 37.5

**Workplace Model**
- Hybrid

**Pay Details**

**Department Overview**
- This role is accountable for maintaining an existing portfolio of customers and identifying opportunities to maximize the value of those relationships to the Bank for both credit and non-credit products/services. The role is accountable for delivering a superior customer experience while ensuring compliance requirements and minimizing operational risk. The Account Manager I is responsible for conducting credit analysis for own portfolio.

**Job Details**

**CUSTOMER**
- Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
- Responsible to lead all aspects of account management, credit and operational risk for an assigned portfolio
- Actively use sales platforms to build an understanding of our customers/target needs, industries and markets
- Constantly build knowledge of the market, customers and broader economic factors
- Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities
- Identify customer referral opportunities to internal Bank partners

**SHAREHOLDER**
- Executes sales strategies to retain customers
- Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology (BBRM)
- Meet or exceed business targets
- Negotiate to maximize profitability of relationships with existing customers based on the customer risk profile
- Oversee the management of accounts to ensure they are appropriately monitored and remain within guidelines and assigned limits
- Renew credits in a timely manner, meeting targets for expired credits
- Understand the market and the industries within the portfolio to ensure value added service is provided to clients while mitigating risk to the Bank
- Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals
- Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
- Ensure compliance with regulatory and operational risk requirements
- Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

**EMPLOYEE / TEAM**
- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues
- Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to the success of the team by willingly assisting others in the completion and performance of work as appropriate.
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for your business area/function and the bank, both internally and /or externally

**BREADTH & DEPTH**
- Professional sales role with a focus on customer relationship management and / or sales advisory support
- Maintains a portfolio in line with the business sales model characterized by low to moderate cash management, deposit and credit complexity requirements
- Interpret and analyze customer financial statements with credit acumen
- Identifies referral opportunities across business lines and segments
- Requires an understanding of products/services and key competitors
- Possesses a solid understanding of the business, the competitive landscape and economic/market issues
- Solves problems of low to moderate complexity by taking a new perspective on existing product and service solutions
- Exercises judgement in planning and developing product and service solutions
- Work performed under moderate guidance and supervision from management
- Coordinates the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship

**Job Requirements**

**EXPERIENCE & EDUCATION**
- Undergraduate/Graduate degree and/or
- 3+ years of relevant experience and/or Associate Program

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities a

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