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Td Bank Analyst Corporate Cash Management Canada, Ontario, Toronto 921226124
Job Description:
While the role will require client interaction at all time, there is a large body of domain knowledge that will be learned on the job. We are selling technology and innovation, and productive client interactions require a solid understanding of these matters before one can be truly effective in the role. Accordingly, expect a very steep learning curve. We will provide training, but it is essential that you can find ways to autonomously drive your learning and take a degree of responsibility for your development by proactively seeking out opportunities for learning and improvement.
As a member of the Treasury Solutions team, the Analyst will perform the following tasks:
• Understand the overall TDS client origination strategy, particularly that of Corporate and Investment Banking.
• Support activity to increase sales revenue by adding new clients and increasing the penetration and profitability of cash management products and services.
• Attend client pitches with Treasury Solutions team members and other TDS calling officers, primarily as an observer.
• Work closely with Treasury Solutions RMs to complete RFPs and create pitch decks.
• Work closely with other partners in TD Securities (U.S. 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.
• Lead the onboarding & maintenance of cash management clients, including overseeing anti-money laundering compliance.
• Manage the opening of new accounts, changes on existing accounts, prepare account documentations, including negotiation of legal documents, obtain AML/KYC information and day to day support on account inquires and investigations from clients.
• Manage cash management specific credit facilities, including liaison with credit management and risk management functions.
• Continuously learn about new and current cash management products and manage diverse projects.
• Act as primary point of contact for relatively simple clients.
• Act as secondary point of contact, in support of senior team members for more sophisticated clients.
• Undergraduate or graduate degree, with strong academics.
• Industry experience and accreditations (CFA, CTP, etc) are highly desirable.
• Excellent communication skills English (written and spoken).
• Advanced analytical and data manipulation skills.
• Creative problem-solver.
• Self-starter with a positive attitude and good sense of humour.
• Life accomplishments that demonstrate motivation to achieve results, commitment to excellence and willingness to go above and beyond.
• Demonstrated ability to work well individually and as part of a team.
• A people person who thrives on social interaction.
• Expert in MS Office, especially Word, Excel and PowerPoint.
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.
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