Treasury Sales Officer jobs at Bank Of America in Canada, Calgary

Job Description:

and corporate clients, as well as high-net worth clients and retail mutual funds.

Key Accountabilities

• Responsible for partnering with the Regional Vice President and co-managing an assigned territory of portfolio managers and investment advisors.
• Become an indispensable business partner by providing industry intelligence, business strategy and sound investment counsel.
• Executes on the business plan, meets activity targets and ensures an excellent customer experience.
• Develops new business and increases share of wallet within the region by proactively attracting, acquiring and retaining customers.
• Works collaboratively with internal partners to maximize distribution effectiveness and provide a seamless client experience.
• Works on investment strategy and portfolio construction analytics
• In-depth understanding of TDAM products and those of key competitors
• Upholds corporate and industry sales practices.

Skills & Experience Required

• University degree
• Preference given to industry accreditations (CFA, CIM, FCSI)
• 3+ years of industry sales experience
• In-depth knowledge of both asset management and wealth management industry
• Effective presentation and communication skills
• Strong interest in capital markets
• Excels in a sales environment

** 4 days in the office required for the role**

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Responsibilities

• Responsible for managing and growing an existing portfolio of commercial banking clients for treasury sales related products

• Partner closely with extended client facing team (Canada Relationship Managers, Product sales specialists and International Treasury Sales Officers) driving and growing new relationships.

• Lead sales effort for various global transaction services solutions and products with existing and prospective clients

• Coordinate internal business partners, support groups and management to deliver integrated global working capital solutions

• Actively manage revenue growth for portfolio of customers and ensure target and goals are met

• Provide management with market intelligence and feedback for GTS related line of business

• Be actively engaged in the industry within the local market

Required Skills

• At least 5-7 years in corporate or commercial banking sector, preferably in treasury sales with exposure to US and international treasury management

• Bachelor’s degree in Business Administration, Finance, or a related field; MBA or CFA preferred

• Proven negotiation and active listening skills

• Excellent critical/strategic thinking and problem resolution skills

• Successfully demonstrates creative thinking while adhering to guidelines

• Strong business/financial acumen

• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

• Augment local market presence with prospecting and networking activities

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

• Successfully maneuvers throughout the enterprise

• Proactively engages all internal partners for sales opportunities

• Effectively manages risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

Behavioral Qualifications

• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

• Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

• Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.

Desired Skills

• International Cash Management and Trade & Supply Chain Finance experience

• Strong understanding of working capital metrics and the cash conversion cycle

• Ability to articulate the evolution of cash management and the impact of digital/innovation within the treasury space

• Intrinsically motivated to continuously improve processes and/or one’s own education

• Exercises the desire to mentor and sponsor other teammates

• Certified Treasury Professional certification or equivalent

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This role has multiple levels, open to candidates with a minimum one year of mortgage, sales, real estate, or banking experience. The successful candidate will be hired for the level of the position that aligns with their experience.

- Bachelor's degree, or equivalent work experience
- Two or more years of experience as a Retail Mortgage Loan Originator
Preferred Skills/Experience
- Thorough knowledge of sales and sales strategies
- Well-developed leadership skills
- Excellent verbal and written communication skills
- Well-developed customer service/relations skills
- Demonstrated new business development and relationship management skills
- Thorough knowledge of mortgage products/services, operations, and current market trends
- Minimum two years of supervisory experience preferred

-2 years of mortgage loan origination experience with proven results

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This role has multiple levels, open to candidates with a minimum one year of mortgage, sales, real estate, or banking experience. The successful candidate will be hired for the level of the position that aligns with their experience.

- Bachelor's degree, or equivalent work experience
- Two or more years of experience as a Retail Mortgage Loan Originator
Preferred Skills/Experience
- Thorough knowledge of sales and sales strategies
- Well-developed leadership skills
- Excellent verbal and written communication skills
- Well-developed customer service/relations skills
- Demonstrated new business development and relationship management skills
- Thorough knowledge of mortgage products/services, operations, and current market trends
- Minimum two years of supervisory experience preferred

-2 years of mortgage loan origination experience with proven results

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Job Description:

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.