Cash Management Service Officer

2 weeks ago

Toronto, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**
- The primary purpose of this role is to ensure the Cash Management and Deposit needs of existing customers are proactively identified, negotiated and implemented and re-pricing opportunities are promptly identified and addressed, as well as to work closely with the Relationship Managers and Account Managers on the acquisition of new customer relationships.
- The MCM is a customer-facing role, supporting the sales process with cash management expertise

**CUSTOMER**
- Deliver and promote exceptional service at every interaction and execute on plans to continuously improve the customer experience, to ensure unit meets or exceeds LEI target.
- Structure and package creative competitive deposit and cash management solutions to meet the customers needs
- Use internal network to continually build specialized expertise to maximize customer satisfaction
- Ensure customers are knowledgeable and know how to use their cash management products effectively
- Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer’s business
- Responsible for documenting calling activities Proactively look for opportunities to meet customers evolving cash management needs.
- Actively promote Business Banking brand within the community through participation in community business groups, initiatives, fundraisers, etc.
- "Deliver the Bank” by recommending, introducing and referring appropriate TDBG Business Partners and Products
- The MCM is responsible for the implementation of new cash management products and services
- Provide training to customers for new products sold.

**SHAREHOLDER**
- Meet or exceed annual sales, revenue, volume & new customer objectives
- Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology.
- Identifying and negotiating deposit and current account activity pricing opportunities
- Contribute to the acquisition of new business by supporting and attending meetings jointly with RM / AM (on client calls / shadow calls / COI calls).
- Responsible for supporting the RM/AM's shadow portfolios by proactively calling prospects with large CMS/Deposit opportunities.
- Regularly document client/shadow/ COI calls in CARMA sales.
- Prepare and present competitive, fulsome and professional proposals in a timely fashion.
- Responsible to proactively lead account planning and relationship review activities to prioritize account re-pricing and additional cash management and deposit product cross-sell opportunities.
- Actively refer to other business partners both within Business Banking and across TD and respond quickly and effectively to reciprocal referrals.
- Understand pricing models/concepts and maintain consistency with Business Banking goals
- Champion exception pricing requests for deposit and cash management products and services
- Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank
- Complete all compliance training and attestations within required timelines.
- Minimize credit and operational risks, ensure credit facilities are in place for cash management arrangements.
- Ensure all appropriate documentation is in place in advance of implementation of deposit and cash management products
- Be knowledgeable of and comply with Bank and Industry Codes of Conduct
- Understand the market and the industries within the portfolio to ensure value added service is provided to clients while mitigating risk to the Bank
- Prepare, follow and track appropriate documentation to support implementation of deposit and cash management products and services

**Job Requirements**

**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/ points of interest
- Provide thought leadership and/ or industry knowledge for own area of 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 team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
- Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
- Contribute to a fair, positive and equitable environment

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