accounts manager - banking, credit and investment

TD Bank; Montreal; On-site; CAD 76,000 - 116,000; Full time

Job summary

A leading financial institution in Montreal is seeking an Account Manager to handle credit and non-credit services for clients. The role focuses on credit structuring, risk assessment, and client relationship management. Candidates should have an undergraduate degree, 2-3 years of relevant experience, and strong analytical skills. The position offers a competitive salary and is full-time permanent.

Qualifications

• 2-3 years of experience as a Financial Analyst or Account Manager in a banking environment.
• Experience in banking operations and financial services.
• Ability to develop and maintain client portfolio.

Responsibilities

• Structure credits and address perceived risk.
• Develop relationships with existing customers, cross-selling financial products.
• Build new customer relationships through referrals.

Skills

Analytical skills

Relationship management

Business development

Education

Undergraduate degree in business or related field

Job description

Account Manager – Banking, Credit and Investment

TD Bank – Montréal, QC, Canada

Job Overview

As a member of the Commercial Banking team, the Account Manager serves as the face of the bank in the markets it serves, handling both credit and non‑credit services for a portfolio that typically includes non‑borrowing clients. The role supports the manager of Commercial Credit and focuses on credit structuring, risk assessment, and maintaining client relationships.

Responsibilities

• Structure credits and address perceived risk, including performing due diligence, establishing pricing and terms, and providing ongoing credit reviews and risk ratings.
• Develop and broaden relationships with existing customers, cross‑selling relevant financial products.
• Build new customer relationships through referrals and industry participation.
• Maintain ongoing credit reviews and risk ratings that reflect knowledge of bank policies and procedures.
• Participate in industry and community activities to cultivate external referral sources.

Qualifications

• Undergraduate degree in business or related field, or relevant professional designation.
• 2‑3 years of experience as a Financial Analyst or Account Manager in a banking environment.
• Strong analytical, relationship‑management and business‑development skills.
• Experience in banking operations and financial services, or a relevant professional background that can add value from a different perspective.
• Ability to develop and maintain client portfolio and understand financing, cash management and business support needs.

Compensation & Benefits

• Base salary range: CAD 76,800 – 115,200 per year.
• Full‑time permanent position.
• Location: Montréal, QC (on site).
• Work hours: 37.5 per week.

About TD Bank

TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches and stores. It delivers customer experiences to over 27 million households and businesses in Canada, the United States, and worldwide, guided by the vision “Be the Better Bank”.