Interested candidates are invited to apply for the role on our careers page at: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Singapore-Singapore/Associate--Treasury-Solutions---Financial-Institutions--Global-Transaction-Banking_R_1355758
The Associate will report to a Vice President in the Financial Institutions division in Global Transaction Banking. Accountabilities for the Associate role includes (but not limited to):
- A client facing role supporting the origination team providing account and relationship management of existing FI clients.
- Understanding the overall TDS client origination strategy across Markets and Corporate & Investment Banking.
- Support activity to increase sales revenue by adding new clients and increasing the penetration and profitability of GTB FI products and services.
- Attend client pitches with GTB team members and other TDS calling officers.
- Work closely with GTB Relationship Managers to complete RFPs, pitch decks, briefing notes and call reports, with a strong connectivity to North America region (Canada & US).
- Ability to perform detailed analysis and see the bigger picture, using empirical data to inform decision-making.
- Engage regularly with clients attending formal meetings and social events to develop and deepen relationships with clients and prospects.
- Support the sales process and the relationship build out strategy for clients and prospects.
- Works closely with the Relationship Manager, Regional Head, Global Head and provides support in all aspects related to the business, including administrative, transactional and relationship management related activities.
- Addressing client escalations with urgency while maintaining the highest level of service and support throughout the process.
- Significant focus on credit and operational risk control and management.
- Assist to manage/monitor payment activities to ensure established GTB credit lines are not breached, and request credit limit increases (temporary or permanent) where appropriate.
- Assist in annual and new client KYC review, documentation collection and signoff.
- Ensure monthly billing is accurately completed for fee collection, interest charges/payments.
- Work closely with other partners within TD Securities (U.S. and Canada) including: Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets, among others.
- Liaise and maintain positive working relationships with Global Operations Banking Services, across teams within GTB (i.e. Product Management, Compliance, Network Management) and various business groups throughout TD Securities.
- Support the onboarding of GTB clients, including a detailed understanding of the know your customer and anti-money laundering policies and frameworks.
- Manage the implementation of new products and services, including negotiation of legal documents.
- Maintain adherence to GTB specific credit facilities, including liaison with credit management and risk management functions.
- Continuously learn about new and innovative GTB products and services.
- Full understanding and adherence to the Bank’s AML policies and procedures are required.
Job Requirements
- Excellent communication skills and strong business, finance, mathematics and quantitative analysis skills, or relevant experience.
- Business level Mandarin language capability is required to liaise with Chinese-speaking clients regionally.
- Strong understanding of North America regulatory liquidity framework
- Strong Cash Management / Treasury Solutions product expertise in either Financial Institutions and/or Corporates would be an advantage.
- Client support experience at the corporate/institutional level is of high interest.
- Ability to work effectively in both independent and team environments.
- Effective organizational skills and flexibility for adapting to changing priorities.
- Strong work ethic and commitment to business goals and high professional standards.
- Self-starter with a positive attitude and creative problem-solver.
- Advanced analytical and data manipulation skills.
- Sound knowledge of MS Office applications (Word/Excel/Access/Powerpoint).
- Degree in Finance or related area preferred Industry experience and accreditations (CFA, CTP, CertICM, etc) are highly desirable.
