Relationship Manager

3 months ago

Calgary, Canada TD Bank Full time

**Work Location**:
Canada

**Hours**:
37.5

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

**Pay Details**:
**CUSTOMER**
- **Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience**:

- **Lead all aspects of relationship management for an assigned portfolio**:

- **Act as a confident business banker expected to meet the needs of customers by providing creative products/solutions**:

- **Actively use sales platforms to build a robust understanding of our customers/target needs, industries, and markets**:

- **Understand customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer**:

- **Possess and constantly build deep expert knowledge of the market, customers, and broader economic factors**:

- **Develop and maintain centre of influence strategies and relationships**:

- **Identify customer/prospect referral opportunities to internal Bank partners that meet customer needs**:

- **Enhance TDBG brand by participating in networking events**

**SHAREHOLDER**
- **Develop / implement sales strategies to proactively attract, acquire and retain customers / business development opportunities and referrals, to increase profitability and enable business growth, in line with risk profile of the customer**:

- **Build new relationships and deepen existing customer relationships by consistently following the Business Banking Relationship Methodology (BBRM).**:

- **Promote and offer full suite of products, sales, services and banking capabilities**:

- **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.**:

- **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**:

- **Develop a productive relationship with external partners as means to identify new business opportunities**

**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**:

- **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**:

- **Provide mentorship 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 that supports a diverse workforce**:

- **Act as a brand ambassador for your business area/function and the bank, both internally and/or externally**

**BREADTH & DEPTH**
- **Expert level professional role primarily accountable for origination of new customer business and relationship management for the Commercial Business segment**:

- **Manages a portfolio in line with the business sales model characterized by moderate to high cash management, deposit and credit complexity requirements**:

- **Interpret and analyze customer financial statements with deep expert level credit acumen**:

- **Identifies referral opportunities across business lines and segments**:

- **Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers**:

- **Solves problems of moderate to high complexity and recommend new product and service solutions**:

- **Possesses an expert level knowledge of products, sales, services, credit management practices and processes, methods and operating standards to drive business performance**:

- **Works autonomously as the 'lead' and coaches and guides members within area of expertise**:

- **Executes and may suppor

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