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Td Bank Associate – Treasury Solutions - GTB TD Securities United States, New York, New York 661602227
Role Overview
This is a client management focused role.
We are seeking a recruit with the capability to add value today, with the potential for a long-term career within our team. The Associate will support a portfolio of clients which require day to day servicing including the implementation of cash management services.
As a member of the Treasury Solutions team, you will be a key point of knowledge for client servicing as well as revenue generation from the portfolio of existing clients. Associates are expected to act as trusted advisors on complex cash management solutions and advise the senior relationship managers as well as leadership team on any notable client concerns or issues, or risks facing TD Securities overall.
This position is based in New York. Progression within the team will require gradually more travel to meet and build relationships with clients. A willingness to relocated is advantageous, but not essential, as we have plans for growth globally.
Job Accountabilities
The Associate is responsible for the following tasks:
- Understand the overall TDS client organization strategy, particularly that of Corporate and Investment banking.
- Direct accountability for driving revenue by increasing the penetration and profitability of cash management products and services on your team's portfolio
- Support to efforts of senior team members to originate new clients.
- Act as a technical expert on cash management products and their execution both internally externally to client.
- Attend client pitches with cash management team members and other TDS' calling officers, and substantively contribute to discussion/sales effort.
- With minimal guidance from more senior members of the Treasury Solutions team, complete RFP's and create pitch decks.
- Work closely with other partners in TD Securities (US and Canada) and TDBG including Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets and Trade Finance, as well as Business Banking to monetize cash management opportunities.
- Oversee the onboarding and maintenance of cash management clients, including oversite of anti-money laundering compliance for your teams portfolio.
- Manage the implementation of new products and services, including negotiation of legal documents.
- Manage cash management credit facilities, including liaison with credit management and risk management functions.
- Continuously learning about new and current cash management products and managing diverse complex projects which may be client facing or strictly internal.
- Act as a primary point of contact for clients with complex treasury management systems and high-quality service expectations.
Job requirements
- Relevant industry experience in banking, corporate treasury, or professional services, demonstrating a track record of accomplishment and progression is preferred.
- Expertise in treasury management gained through experience or training (i.e., CTP).
- Project management is a plus.
- Life or career accomplishments that demonstrate motivation to achieve results, commitment to excellence and willingness to go above and beyond.
- An interest in technology, particularly FinTech, and a consciousness of its impact on the business.
- Demonstrated ability to work well individually and as part of a team, including the desire to develop oneself as a leader.
- Self-starter with a positive attitude and a good sense of humor.
- Creative problem solver.
- Excellent written communication, organization, and planning skills.
- A people person who thrives on social interaction.
- Advanced analytical and data manipulation skills.
- Expert in MS Office, especially Excel and PowerPoint.
- Undergraduate degree with strong academics, preferably in a relevant discipline such as business, engineering, technology, or computer science.
Depth & Scope:
The role will support two or more senior cash management professionals located in New York to enhance client relationships and corporate origination efforts. Clients have global footprints but are mostly located in the United States, Canada and Europe.
Primary Job Responsibilities:
- Cash Management Origination
- Support senior originators to meet client needs and identify new cash management opportunities
- Understand the overall TDS client origination strategy, particularly that of CIB
- Support activity to increase sales revenue by adding new clients and increasing the penetration rate of cash management products and services.
- Become familiar with TDS clients across industries such as, but not limited to, Communication, Media, and Telecom; Diversified; Consumer Products; Industrials; and Power
- Review tools and financials to understand clients' requirements.
- Develop relationships with key internal business partners: CIB, GTB, FX, and Credit
- Manage NY deal pipeline
- Work closely with Cash Management (CCM) teams in Toronto and Vancouver
- Pitch Involvement
- Prepare pitch decks & pricing sheets
- Arrange/engage in client calls and preparation of call reports
- Assist in pricing sheet negotiation
- Collaborate with product partners – Cash Management Operations, DCM, Derivatives, FX, Rates, ensuring appropriate presentation contribution
- Support deal communication with Investment Banking & Corporate Banking relationship managers
Education & Experience:
- Bachelor's degree
- 2+ years of experience
- Familiarity with financial statements and understanding of corporate credit analysis
- Strong analytical and quantitative skills
- Strong presentation creation skills (PowerPoint, Excel)
- Ability to communicate clearly and effectively both verbally and in writing
- High level of self-motivation and initiative
- Thorough understanding of financial markets
- Global political and financial awareness
- Excellent organization and prioritization skills
- Strong interpersonal skills and ability to adapt presentation style to client
- Ad-hoc reporting and presentation requests
- Other factors considered valuable:
- Familiarity with credit facility documentation
- Understanding of corporate lending
- Client facing experience
- Understanding of cash management products and governing rules, and/or the willingness to become familiar with rules & norms associated with cash management
awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
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.
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