accounts manager - banking, credit and investment

TD Bank; Ottawa; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution in Ottawa is seeking an Accounts Manager to enhance customer relationships and drive business growth. The ideal candidate will excel at delivering exceptional service and will be responsible for managing a portfolio to meet customers' needs while effectively maintaining profitability. This role offers a competitive salary and is a permanent, full-time position.

Qualifications

• Ability to deliver exceptional customer service.
• Experience in relationship management within banking.
• Proficiency in creating sales strategies to acquire and retain customers.

Responsibilities

• Develop and implement sales strategies to attract new customers.
• Manage a portfolio of clients effectively.
• Negotiate to maximize profitability while minimizing risk.

Skills

Exceptional customer service

Relationship management

Sales strategies

Risk assessment

Network development

Job description

accounts manager - banking, credit and investment

Title posted on CareerBeacon - Relationship Manager-120

Posted on November 04, 2025 by Employer details TD Bank

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Job details

Work Location: Ottawa, Ontario, Canada
Hours: 37.5
Line of Business: Personal & Commercial Banking
Pay Details: $91,200 - $136,800 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. The base pay actually offered may vary based upon the candidate\'s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

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

The Relationship Manager is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy. This role is accountable for building new relationships and deepening existing customer relationships for both credit and non-credit products/services. The Relationship Manager will develop a shadow portfolio of target businesses commensurate with the market and their existing portfolio. Works closely with internal and external subject matter experts and/or lending advisory groups.

• CUSTOMER: Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
• Lead all aspects of relationship management for an assigned portfolio
• Act as a confident business banker expected to meet the needs of customers by providing creative products/solutions
• Actively use sales platforms to build a robust understanding of our customers/target needs, industries, and markets
• Understand customer\'s operating environment, structure unique financing, cash management and overall business needs to add value to the customer
• Possess and constantly build deep expert knowledge of the market, customers, and broader economic factors
• Develop and maintain centre of influence strategies and relationships
• Identify customer/prospect referral opportunities to internal Bank partners that meet customer needs
• Enhance TDBG brand by participating in networking events

SHAREHOLDER

• Develop / implement sales strategies to proactively attract, acquire and retain customers / business development opportunities and referrals, to increase profitability and enable business growth, in line with risk profile of the customer
• Build new relationships and deepen existing customer relationships by consistently following the Business Banking Relationship Methodology (BBRM).
• Promote and offer full suite of products, sales, services and banking capabilities
• Meet or exceed business targets
• Negotiate to maximize profitability of relationships with existing customers based on the customer risk profile.
• Contribute to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
• Oversee the management of accounts to ensure they are appropriately monitored and remain within guidelines and assigned limits. Understand the market and the industries within the portfolio to ensure value added service is provided to clients while mitigating risk to the Bank
• Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Ensure compliance with regulatory and operational risk requirements
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
• Develop a productive relationship with external partners as means to identify new business opportunities

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment

• Location Ottawa , ON
• Work location On site
• Salary $ 35.90 to $ 86.54 HOUR hourly
• Terms of employment Permanent employment Full time
• Starts as soon as possible
• vacancies 1 vacancy
• Source CareerBeacon #2185122

View the full job posting on CareerBeacon

Advertised until

2025-12-04

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