Agency partnerships manager scaling Richpanel's AI - native helpdesk through Shopify agencies, BPOs and CX consultants. Driving partner - sourced ARR, demos, co - selling and referral growth across North America.
About the role
- TD Relationship Manager growing commercial banking relationships and business portfolios. Structuring credit, cash management, and banking solutions for commercial customers in Ontario.
Responsibilities
- Deliver a superior customer experience while driving profitable business growth
- Build new relationships and deepen existing customer relationships for credit and non-credit products and services
- Manage an assigned commercial business portfolio
- Develop a shadow portfolio of target businesses
- Provide creative products and solutions tailored to customer needs
- Use sales platforms to understand customer and target needs, industries, and markets
- Structure financing, cash management, and broader business solutions
- Develop and maintain centre of influence strategies and relationships
- Identify and refer customer and prospect opportunities to internal Bank partners
- Participate in networking events as a TD brand ambassador
- Develop and implement sales strategies to attract, acquire, and retain customers
- Promote the full suite of products, sales, services, and banking capabilities
- Meet or exceed business targets
- Negotiate for relationship profitability based on customer risk profiles
- Contribute to credit applications, including risk assessment, credit structure, due diligence, and credit presentation
- Oversee account management, monitoring, and compliance with guidelines and limits
- Identify and manage risks and escalate high-risk transactions or activities
- Develop productive relationships with external partners
- Participate as a team member and support a positive, equitable work environment
- Provide thought leadership and transfer knowledge within the team and business unit
- Keep current on emerging trends and business tools and techniques
- Participate in performance management, development, and cross-training activities
- Mentor colleagues and share best practices
- Lead and develop relationships with internal and external stakeholders
- Report generally to the Senior Manager Commercial Sales
Requirements
- Undergraduate/Graduate degree and/or 7+ years of relevant experience
- Expert-level credit acumen
- Ability to interpret and analyze customer financial statements
- Expert knowledge of products, sales, services, credit management practices and processes
- Knowledge of market trends, industries, customers, and broader economic factors
- Ability to structure customized financing, cash management, and business solutions
- Ability to assess credit risk, perform due diligence, and prepare credit presentations
- Ability to manage accounts within guidelines and assigned limits
- Ability to comply with regulatory and operational risk requirements
- Ability to use sales platforms
- Ability to develop centre of influence strategies and relationships
- Ability to work with internal and external business partners and stakeholders
- 7+ years of relevant experience if no degree is held
Benefits
- Base salary
- Variable compensation
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations during the interview process
Job title
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Degree requirement
No Education Requirement
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