Account Manager III

🕒 May 13

🏢🏡 Boston – Hybrid

💵 $115.4k - $186.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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TD

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1855

🏦 Banking

💸 Finance

💰 Grant on 2023-10

Banking • Finance • Insurance

TD is one of North America's biggest banks offering a wide range of banking services including personal and business banking, insurance, wealth management, and securities. TD is committed to sustainability, diversity, equity, and inclusion, ensuring a supportive and inclusive workplace where employees are empowered to grow. The bank provides various roles and career opportunities across different regions with a focus on community impact and professional development. TD's culture is defined by care and respect, aimed at benefiting their business performance, customers, and communities.

📋 Description

• growing profit of the portfolio by deepening existing customer relationships • maximizing profitability, revenue and retention of existing relationships by cross selling the full range of products and services • administering and monitoring largest portfolio of most complex commercial loans • managing loan relationships within the portfolio • building revenue to exceed growth goals for the portfolio through cross selling products to existing clients • ensuring accuracy within maintenance of Customer records • preparing in-depth management reports summarizing portfolio activity • administering existing loans to ensure complete conformity with terms and adequacy of documentation • performing regular site visits to audit accounts • providing technical guidance and assisting staff with most complex aspects of work • contributing and providing input to loan decision processes based on evaluation of credit risk

🎯 Requirements

• 4 year degree or equivalent experience • 5+ years related experience • Proven understanding of commercial credit decision process • Proven credit, financial analysis and accounting skills • Proven knowledge of commercial legal and regulatory guidelines • Proven Customer service and relationship management skills, including proven track record of building and expanding Customer relationships • Proven attention to detail • Proven supervisory skills • Proven communication skills, both verbal and written

🏖️ Benefits

• 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