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Sales Officer
TD Bank
New York, NY, United States
Job Details - this job has expired, please see similar jobs below
Hours
Standard
Department Overview
The Cash Management Sales Officer II is responsible for the development of new cash management business, the servicing of customers, the expansion of existing business relationships, including implementation, service organization, and closing support. This job typically handles both routine and the most complex accounts. The Cash Management Sales Officer II also influences significant relationships in the marketplace. This position is 100% outside sales selling to middle market, community, specialty and more complex businesses.
Job Description
• Contacts prospective customers in order to develop new cash management business from both prospective and existing bank customers, performs effective servicing of customer accounts and expansion of business relationships.
• Meets/exceeds annual business development goals.
• Monitors the relationships of clients and services and acts as sales backup to client base.
• Prepares contracts and sales packages, examines statements, proposes services and creates funds flow to start proposal process.
• Assists management in the development of new services, modification of existing services, development of a marketing strategy, and the establishment of sales objectives.
• Input of new sales opportunities and continued maintenance of client portfolio in sales tracking database.
• Assists with resolution of Operational or Service issues as necessary.
• Partners with Service, Product, Implementation, Proposal, Operational, and Technical Support departments to ensure customers receive WOW! Service and support.
• Portfolio typically consists of customers with large, complex banking relationships, utilizing multiple cash management products and services.
• Trains employees.
• Partners with Legal Team to address changes requested to standard contracts by the customer.
Job Requirements
• 4 year degree or equivalent experience
• 5+ years related experience required
• Proven sales skills (e.g. closing, client retention).
• Proven ability to interact with internal and external customers in a professional manner to provide exceptional customer service.
• Proven Interpersonal, presentation, verbal and written communication skills with the ability to successfully negotiate and persuade.
• Proven organizational and time management skills.
• Proven analytical and problem solving skills.
• Proven ability to manage multiple projects and tasks in a fast-paced environment.
• Proven PC skills; proficiency in Word, Excel, and PowerPoint.
• Ability to serve as resource to CM Sales Officer I
Must be eligible for employment under regulatory standards applicable to the position.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.