Business Relationship Manager overseeing client portfolios in TMT & Innovation Banking. Developing strategic relationships and ensuring clients have necessary banking solutions.
About the role
- Relationship Manager developing equipment financing solutions at TD. Responsible for deepening client relationships and maximizing lead generation in a collaborative environment.
Responsibilities
- Working in collaboration with the Ontario Commercial National Accounts teams, the Relationship Manager will be responsible to further develop TDEF as a trusted partner
- deepen existing internal/external relationships
- strategically uncover new opportunities
- prospect and convert new relationships
- maximize lead generation
- provide professional level customer service
- Continually deliver exceptional customer service at every interaction
- Lead all aspects of relationship management for the assigned portfolio
- Possess and constantly build deep expert knowledge of the market, industries and broader economy
- Develop an expertise in TDEF's Value Proposition and broad product suite
- Identify customer/prospect referral opportunities for the broader Bank
- Promote TDEF awareness by participating in networking events
- Act as a brand ambassador for TDEF and the Commercial Bank
- Develop and implement sales strategies to proactively attract, acquire and retain customers
- Build new relationships and deepen existing customer relationships through consistent sales activity
- Meet ongoing activity targets and maintain CRM/pipeline accuracy
- Negotiate and structure transactions to ensure they meet client and TDEF requirements
- Manage transactions wing-to-wing including quoting, credit submission, documentation and funding
- Manage/Monitor the existing portfolio, including ongoing customer service requests, hosting proactive risk discussions and assisting with distressed accounts
- Work collaboratively with Credit, Operations, Capital Markets and Legal teams through the various stages of each transaction.
Requirements
- Bachelor's degree in Commerce/Business
- 5+ years of sales development and/or customer relationship management experience in equipment finance or the broader financial industry
- Proven ability to thrive in a fast paced, collaborative, team-driven environment
- Superior Business development skills
- Possesses considerable initiative and ability to build relationships
- Current knowledge of equipment finance and leasing industry
- Excellent analytical skills & In-depth knowledge of Financing and Accounting
- Ability to excel at administration and be exceptionally well organized.
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
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