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TD · 1 month ago

TDCDC Relationship Manager

Greenville, South Carolina

Full-time

Onsite

Senior Level

$115K/yr - $173K/yr

5+ years exp

TD Bank is one of the world's leading global financial institutions, and they are seeking a TDCDC Relationship Manager to grow TDCDC's portfolio through building new relationships and leveraging TD's New Markets Tax Credit Program. This role involves developing and managing relationships with clients and financial institutions, originating financing solutions, and ensuring compliance with credit and risk standards.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

Develops and manages relationships with existing and prospective clients, Community Development Entities, economic development agencies (EDAs), consultants, mission driven financial institutions (MDFIs) and industry coalitions

Originates and manages lending and investment opportunities involving New Markets Tax Credits and mission driven financial institutions (MDFIs), including CDFIs and MDIs

Identifies and prioritizes lending and investment pipeline; assist in deal structuring and underwriting alongside credit management and asset management teams; lead internal approval processes; and facilitates closings

Negotiates complex legal documents while memorializing business deal terms

Manages portfolio of NMTC and MDFI relationships to provide professional client services and where applicable, manage throughout the compliance period and negotiate exit

Responsible for acquiring new banking relationships and deepening existing relationships by delivering a OneTD approach, including deposits, treasury services, fee growth, interest rate derivatives, F/X, global trade, TDS/Cowen advisory services

Employs astute risk management by maintaining satisfactory credit risk standards and policies, annual reviews, and audit and compliance results. Addresses and mitigates transaction risks and serves as an ongoing resource for credit management and risk partners

Assists TDCDC with crafting a comprehensive New Markets Tax Credit Allocation Application on an annual basis

Prepares NMTC and TDCDC presentations to other LOBs, geographies, senior management, clients, prospects, COIs, community organizations, coalitions, and industry conferences

Assists in managing TDCDC's internal stakeholder relationships, including Loan Ops, Tax, Finance, Specialty Accounting, Govt. Relations, Risk, Credit Management, Compliance, Legal, and Retail

Represents TD effectively through external engagement via industry association participation, legislative and regulatory advocacy efforts, and other public events such as ribbon cutting events, attending conferences, and interacting with various influential community members

Stays informed on industry developments, trends, and competitive data, functioning as industry expert for TD Bank

Qualification

Commercial business developmentCredit analysisNegotiation skillsNew Markets Tax CreditClient relationship managementPC skillsMembership in organizationsCommunication skills