Relationship Manager

4 weeks ago

Victoria, Canada TD Bank Full time

**Work Location**:
Victoria, British Columbia, Canada

**Hours**:
37.5

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

**Pay Details**:
$91,200 - $136,800 CAD

**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 support others in complex account management processes - structures customized solutions and advice
- Guides and influences customers and stakeholders; converts information to co

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