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Account Manager, Small Business

TD

Kelowna

On-site

CAD 65,000 - 99,000

Full time

Today
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Job summary

A leading banking institution in Kelowna seeks an Account Manager for Small Business. The role focuses on building relationships and providing tailored solutions to clients, driving business growth. Candidates should have a university degree and strong communication skills. This position offers competitive compensation and opportunities for professional development.

Qualifications

  • University degree and/or relevant entry level work experience; Accounting/Finance coursework is an asset.
  • Ability to cultivate long-term client relationships and acquire new clients.
  • Excellent business development and prospecting skills.

Responsibilities

  • Build, maintain and expand existing customer relationships within the community.
  • Liaise with Internal Branch Banking network, Commercial Banking Centers, and Wealth partners.
  • Keep current on emerging trends and grow knowledge of related tools and techniques.

Skills

Business development skills
Communication skills
Time management skills
Organizational skills

Education

University degree
Job description

Work Location: Kelowna, British Columbia, Canada

Hours: 37.5

Line Of Business: Personal & Commercial Banking

Pay Details: $65,600 - $98,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview: Small Business Banking is a dynamic division within the Business Banking Portfolio at TD, with a vision to be the Official Partner of Big Dreams for Canadian small and medium-sized businesses.

We focus on building strong personal and professional relationships with our Small Business Banking clients. Our dynamic professionals are committed to support our client needs including starting a business, managing in stability and stress, growing a business and transitioning a business.

Job Description: Are you known for forming long-lasting relations with your clients? Do you quantify continuous referrals from satisfied clients as a key measure of success? If so, then get on board for the position of Account Manager, Small Business. In this role, you will deliver a legendary customer experience, drive profitable business growth, and achieve target results.

  • Build, maintain and expand existing customer relationships within the community while networking with local business leaders to establish strong centers of influence that will contribute to business development opportunities.
  • Build relationships with small business customers by understanding their needs and finding opportunities that enable them to provide customized information and advice the best suited for the customer.
  • Liaise with Internal Branch Banking network, Commercial Banking Centers, and Wealth partners to enable them in providing holistic advice and resources to support our customers.
  • Keep current on emerging trends and grow knowledge of the business, and related tools and techniques; participate in knowledge transfer within the team and business unit.
  • Participate fully as a member of the team, support a positive work environment that promotes quality, innovation and teamwork and ensure timely communication of issues
Job Requirements:
  • University degree and/ or relevant entry level work experience; Accounting/ Finance coursework is an asset but can also be gained through experience.
  • Ability to cultivate long-term client relationships and acquire new clients.
  • Excellent business development and prospecting skills to build valuable centers of influence within the local business community and retail branches.
  • A dynamic professional with a positive attitude and strong communications, time management, and organizational skills.
  • South Asian background would be an asset.

Td is an equal opportunity employer and welcomes applications from diverse candidates.

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