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TD · 2 weeks ago

Vice President - Treasury Solutions - Financial Institutions, Global Transaction Banking, TD Securities

New York, New York

Full-time

Onsite

Senior Level, Lead/Staff

$175K/yr - $225K/yr

10+ years exp

TD Securities is one of the world's leading wholesale banks with a growing US business and global execution capabilities. The Vice President will be responsible for managing product profitability and providing exceptional client servicing for Financial Institutions clients in the Latin America and Caribbean region, while contributing to the growth of Global Transaction Banking.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

Financial Institutions Sales and Relationship Management for targeted clients and markets

Meet and exceed revenue targets set out for the Americas region

Broaden client coverage to include Central Banks and Sovereign Wealth Funds clients aligned to agreed bank strategy

Good understanding of core trade finance products (LC, SBLC, Trade Loans) and ability to negotiate deals

General understanding of wholesale banking products and synergy between different desks across Global Markets, and how they complement with GTB

Deepen existing client relationships to ensure additional touch points‎ at all appropriate levels

Cross-sell product offerings to core Financial Institution relationships across TD Securities

Prepare business analytic materials for existing clients/new business opportunities, working with the global Financial Institutions team (including business performance)

Prepare new presentation materials, relationship matrix templates, pricing review exercise for core Tier 1 Financial Institution clients in the region

Market research for key markets in the region, including competitor analysis

Track and manage key referral deals to other business product ‎partners

Perform KYC due diligence calling and support both TD and client KYC/AML requests for Financial Institution clients in the region

Exposure to a wide variety of Global Transaction Banking products which includes Core Trade and Working Capital, and Financial Institution Correspondent Banking

In-depth understanding of the following Global Transaction Banking business will be as asset, in particular: Canadian Treasury and Commercial Payments, Continuous Linked Settlement, Deposit accounts

Willingness to travel at least 30% of the time

Qualification

Financial Institutions SalesRelationship ManagementGlobal Transaction BankingCore Trade Finance ProductsTreasury Management SystemsPayments KnowledgeRegulatory KnowledgeSpanish LanguageClient Service SkillsMS Office ProficiencyCFA CertificationTeam-oriented AttitudeInterpersonal SkillsCommunication Skills

Required

Professional working proficiency in English and Spanish

Strong business acumen and client Relationship Management skills

Possess a team-oriented attitude and a high EQ

Has strong inter-personal and communication skills

Has keen interest to develop client relationships and grow franchise collaboration

Experience and/or knowledge of Global Transaction Banking Businesses

Good understanding of core trade finance products (LC, SBLC, Trade Loans)

Effective organizational skills and flexibility for adapting to changing priorities

Ability to work effectively in both independent and team environments

Strong work ethic and commitment to business goals and high professional standards

Sound knowledge of MS Office applications (Word/Excel/Access/PowerPoint)

Undergraduate degree required

10+ years relevant work experience

Recent role in cash management, payments or treasury

Experience with banking or payments/regulatory organizations, eg Federal Reserve

Strong leadership, persuasion, presentation and communication skills

Proactive, positive attitude with an insatiable desire to learn

Results oriented and comfortable dealing with ambiguous or uncertain situations

Capable of managing sophisticated relationships and recognizing broader opportunities that may involve more than one business or operating unit

Ability to perform detailed analysis and see the bigger picture, using empirical data to inform decision-making

Acts decisively while working effectively in teams

Ability to travel 15% to 35% of the time

Preferred

Portuguese is an asset, but not mandatory

Knowledge of the technology and operations involved in wire payments, paper clearing and the Canadian Payments settlement system more broadly is an asset

Prior experience in a Financial Institution coverage role with relevant product knowledge will be advantageous

Industry experience and accreditations (CFA, CTP, etc.) are highly desirable

Experience in the following is considered a strong asset: Client facing role in investment / corporate banking or comparable

Hands-on delivery experience at a financial institution, or technology equivalent

Demonstrable delivery credentials – prior experience on large-scale change initiatives

Wholesale banking or payment industry experience with knowledge of: SWIFT, ISO, XML, APIs and regulatory insight

Familiarity with Treasury Management Systems (TMS) and/or Enterprise Resource Planning (ERP) systems such as Kyriba, G-Treasury, SAP etc

Working in a scrum/agile environment