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Associate, Treasury Solutions - Financial Institutions, Global Transaction Banking

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TD Bank

Sep 12, 2024

  • Job
    Full-time
    Entry, Junior, Mid & Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You should have strong communication, analytical skills, client support experience, knowledge of global transaction businesses, and proficiency in MS Office. A finance-related degree and industry accreditations are preferred.
  • You will manage FI client relationships, support sales efforts, handle KYC and credit risk, assist in client onboarding, and ensure compliance with AML policies while collaborating with internal teams.

Requirements

  • Excellent communication skills and strong business, finance, mathematics and quantitative analysis skills, or relevant experience.
  • Possess a high EQ.
  • Client support experience at the corporate/institutional level is of high interest.
  • Experience and/or knowledge of Global Transaction Businesses.
  • Ability to work effectively in both independent and team environments.
  • Knowledge of Credit administration and procedures (CAIRO) is an asset.
  • Knowledge of the technology and operations involved in wire payments, paper clearing and the Canadian Payments settlement system more broadly is an asset.
  • Effective organizational skills and flexibility for adapting to changing priorities.
  • Strong work ethic and commitment to business goals and high professional standards.
  • Ability to work effectively in both independent and team environments.
  • Self-starter with a positive attitude and creative problem-solver.
  • A people person who thrives on social interaction.
  • Advanced analytical and data manipulation skills.
  • Sound knowledge of MS Office applications (Word/Excel/Access/Powerpoint).
  • Undergraduate or graduate degree, with strong academics.
  • Industry experience and accreditations (CFA, CTP, etc.) are highly desirable.

Responsibilities

  • A client facing role supporting the origination team providing account and relationship management of existing FI clients.
  • Understanding the overall TDS client origination strategy across Markets and Corporate & Investment Banking.
  • Support activity to increase sales revenue by adding new clients and increasing the penetration and profitability of GTB FI products and services.
  • Attend client pitches with GTB team members and other TDS calling officers.
  • Work closely with GTB Relationship Managers to complete RFPs, pitch decks, briefing notes and call reports.
  • Ability to perform detailed analysis and see the bigger picture, using empirical data to inform decision-making.
  • Engage regularly with clients attending formal meetings and social events to develop and deepen relationships with clients and prospects.
  • Support the sales process and the relationship build out strategy for clients and prospects.
  • Works closely with the Relationship Manager, Regional Head, Global Head and provides support in all aspects related to the business, including administrative, transactional and relationship management related activities.
  • Addressing client escalations with urgency while maintaining the highest level of service and support throughout the process.
  • Significant focus on credit and operational risk control and management.
  • Assist to manage/monitor payment activities to ensure established GTB credit lines are not breached, and request credit limit increases (temporary or permanent) where appropriate.
  • Assist in annual and new client KYC review, documentation collection and signoff.
  • Ensure monthly billing is accurately completed for fee collection, interest charges/payments.
  • Work closely with other partners within TD Securities (U.S. and Canada) including: Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets, among others.
  • Liaise and maintain positive working relationships with Global Operations Banking Services, across teams within GTB (i.e., Product Management, Compliance, Network Management) and various business groups throughout TD Securities.
  • Support the onboarding of GTB clients, including a detailed understanding of the know your customer and anti-money laundering policies and frameworks.
  • Manage the implementation of new products and services, including negotiation of legal documents.
  • Maintain adherence to GTB specific credit facilities, including liaison with credit management and risk management functions.
  • Continuously learn about new and innovative GTB products and services.
  • Full understanding and adherence to the Bank’s AML policies and procedures are required.

FAQs

What is the work location for this position?

The work location for this position is Canada.

What is the working hours for the Associate role?

The working hours for this role are 37.5 hours per week.

Which line of business does this position fall under?

This position falls under TD Securities.

What are the key responsibilities of the Associate in the Financial Institutions Team?

Key responsibilities include managing product profitability, client servicing, supporting sales revenue growth, attending client pitches, and assisting with credit and operational risk control.

Is client support experience important for this role?

Yes, client support experience at the corporate/institutional level is highly desirable for this role.

What skills are required for this position?

Required skills include excellent communication, strong analytical abilities, effective organizational skills, and knowledge of credit administration.

Are there opportunities for career development?

Yes, TD offers regular development conversations, training programs, and mentoring opportunities to help colleagues build their careers.

What does the Total Rewards package include?

The Total Rewards package includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off, among other benefits.

What should I do if I need accommodations during the interview process?

You should inform the HR team if you require accommodations, such as accessible meeting rooms or captioning for virtual interviews.

Are industry experience and accreditations beneficial for this role?

Yes, industry experience and accreditations such as CFA or CTP are highly desirable for this position.

Will I receive training for this role?

Yes, training and onboarding sessions will be provided to ensure you have everything needed to succeed in your new role.

What are the expectations regarding adherence to AML policies?

Full understanding and adherence to the Bank’s AML policies and procedures are required for this role.

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TD Bank

Finance
Industry
10,001+
Employees

Mission & Purpose

Headquartered in Toronto, Canada, the Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). TD had CDN$1.9 trillion in assets on July 31, 2023. TD also ranks among the world’s leading online financial services firms, with more than 16 million active online and mobile customers. TD offers a full range of financial products and services to over 27.5 million customers worldwide through four key business lines: - Canadian Personal and Commercial Banking including TD Canada Trust, Business Banking, and MBNA - U.S. Retail including TD Bank, America’s Most Convenient Bank, TD Auto Finance (U.S.), TD Wealth (U.S.) and TD’s investment in Schwab - Wealth Management & Insurance including TD Wealth (Canada), TD Direct Investing, and TD Insurance - Wholesale Banking including TD Securities and TD Cowen