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.
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