Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver exceptional customer service and drive business growth in banking and investment.
- Company: Join TD Bank, a leader in personal and commercial banking.
- Benefits: Competitive salary, full-time hours, and opportunities for professional development.
- Why this job: Make a real impact by building relationships and enhancing customer experiences.
- Qualifications: Experience in account management and strong communication skills required.
- Other info: Dynamic work environment with a focus on teamwork and career advancement.
The predicted salary is between 60000 - 84000 £ per year.
The Account Manager II is accountable for delivering a superior customer experience while driving profitable business growth in line with the business strategy. Responsibilities include expanding the portfolio and maximizing the value of existing commercial business customer relationships for credit and non‑credit products/services. The role involves conducting credit analysis, developing initial shadow portfolios of target businesses, and collaborating with internal and external subject matter experts.
Responsibilities:
- Deliver exceptional customer service at every interaction and continuously improve the customer experience.
- Lead all aspects of account management, credit and operational risk for an assigned portfolio.
- Use sales platforms to understand customers/target needs, industries and markets.
- Build knowledge of market, customers and broader economic factors.
- Identify and respond to changes in the business environment, establishing action plans.
- Develop and maintain centre of influence strategies and relationships.
- Identify customer/prospect referral opportunities to internal bank partners.
- Enhance TD Bank brand by participating in networking events.
- Develop and implement sales strategies to attract, acquire and retain customers and business opportunities.
- Build new relationships and deepen existing ones using the Business Banking Relationship Methodology.
- Promote and offer full suite of products, services and banking capabilities.
- Meet or exceed business targets.
- Negotiate to maximize profitability based on the customer risk profile.
- Prepare credit applications with quality risk assessment, credit structure, due diligence and presentation.
- Oversee account management to ensure monitoring within guidelines and limits.
- Renew credits in a timely manner to meet targets for expired credits.
- Actively refer to other business partners and respond to reciprocal referrals.
- Identify and manage risks, escalating non-standard high‑risk transactions as necessary.
- Ensure compliance with regulatory and operational risk requirements.
- Comply with Bank and industry Code of Conduct.
- Participate fully as a team member, supporting a positive work environment.
accounts manager - banking, credit and investment employer: TD Bank
Contact Detail:
TD Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land accounts manager - banking, credit and investment
✨Tip Number 1
Network like a pro! Get out there and connect with people in the banking and finance sector. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand TD Bank's values and how they align with your own. Practice common interview questions and think of examples from your past experiences that showcase your skills in account management and customer service.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from the interview to remind them of your conversation and reinforce your interest in the position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates!
We think you need these skills to ace accounts manager - banking, credit and investment
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Manager role. Highlight your experience in banking, credit, and investment, and showcase how you've delivered exceptional customer service in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific examples of how you've driven business growth and built strong customer relationships.
Showcase Your Analytical Skills: Since the role involves credit analysis, be sure to mention any relevant experience you have with financial assessments or risk management. We want to see how you can contribute to our team's success!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the position. We can't wait to see what you bring to the table!
How to prepare for a job interview at TD Bank
✨Know Your Numbers
As an Account Manager, you'll need to demonstrate your understanding of financial metrics. Brush up on key performance indicators relevant to banking and investment. Be ready to discuss how you've used data to drive business growth in previous roles.
✨Customer-Centric Mindset
This role is all about delivering exceptional customer service. Prepare examples of how you've enhanced customer experiences in the past. Think about specific situations where you turned a challenge into an opportunity for your clients.
✨Showcase Your Networking Skills
Networking is crucial in this position. Be prepared to talk about how you've built and maintained professional relationships. Share any experiences where your networking led to new business opportunities or referrals.
✨Risk Management Know-How
Understanding credit and operational risk is key for this role. Familiarise yourself with common risk assessment techniques and be ready to discuss how you've managed risks in your previous positions. Highlight your ability to identify potential issues before they escalate.