Relationship Manager
Role Overview
The Relationship Manager works in TD Personal & Commercial Banking and drives profitable business growth while delivering customer service.
The role builds and deepens relationships for credit and non-credit products and services and works with internal and external subject matter experts.
Key Skills for This Role
Full Job Posting
Role overview
The Relationship Manager works in TD Personal & Commercial Banking and drives profitable business growth while delivering customer service.
The role builds and deepens relationships for credit and non-credit products and services and works with internal and external subject matter experts.
Work location
- Work location is Kelowna, British Columbia, Canada.
Hours
- The stated hours are 37.5; the description does not specify a cadence.
Pay details
- The stated pay range is CAD $96,900 to $136,800; no pay cadence is specified.
- Actual base pay may vary with skills, experience, knowledge, location, and business needs.
Customer and business responsibilities
- Manage an assigned portfolio, build new relationships, deepen existing relationships, and develop a shadow portfolio of target businesses.
- Deliver customer service and provide suitable financing, cash management, and business solutions.
- Develop market and customer knowledge and maintain relationships with centres of influence and referral partners.
- Create sales strategies to acquire and retain customers, promote banking products, and meet or exceed business targets.
- Contribute to credit applications, assess risk, structure credit, complete due diligence, and present proposals.
- Monitor accounts and limits, manage risks, escalate high-risk activity, and meet compliance requirements.
- Participate in networking, support reciprocal referrals, and contribute to team knowledge sharing and mentoring.
Role expectations
- Bring market, customer, industry, and economic knowledge to customer and portfolio decisions.
- Use sound risk assessment, credit structuring, due diligence, and credit presentation practices.
- Achieve business targets and manage customer relationships in line with customer risk profiles.
- Follow regulatory and operational risk requirements and applicable conduct standards.
Description completeness
The supplied description ends during the Employee / Team section, so later role details may not be included.
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