Associate Director NAC, Global Transaction Banking, Commercial Banking

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

Contributes to the overall success of a portfolio of clients in Canadian Commercial Banking focusing on payments and Cash Management needs/products/services as well as Deposit products, and ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies, and procedures.

The focus of sales efforts will be on providing business clients in the large commercial, National Accounts marketplace with solutions for payments and cash management as well as deposits.

The Associate Director, Global Transaction Banking (“GTB”), is a specialist who possesses a strong understanding of both payment and cash management products as well as deposit options. He or She is responsible for negotiating and structuring directly with the client to ensure solutions offered meet the client’s needs in a manner consistent with the overall Commercial Banking strategy of developing a customer focused sales culture and adhering to governing regulations, internal policies, and procedures.

The incumbent will work closely with Director, National Accounts & Associate Directors to ensure the products and services offered to the client are properly identified and notified to the client. He/She is responsible for recommending pricing and preparing proposals to meet Bank's credit criteria, as well as coordinating that documentation is prepared and accurate.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

• Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth.
• Developing sales plans for prospects and existing customers.
• Identifying prospects/referrals from other internal/external networks.
• Analyzing prospect lists and prioritizing business development opportunities based on market data.
• Partner with internal resources for non-credit related products.
• Referring customers and prospects to the appropriate Canadian Commercial Banking segment and partners in other business lines and divisions.

• Has proactive solution‑based conversations on Global Transaction Banking products/services and Deposit options to drive new primary client acquisitions.
• Influence and assist Canadian Commercial Banking & Branches to identify and acquire excellent quality profitable opportunities.
• Maintaining an appropriate ongoing sales pipeline and calling program.
• Maintaining effective follow‑up with prospects/referrals on any unsuccessful opportunities.
• Sales Reporting on monthly activities including but not limited to prospect calls, customer calls, joint calling with partners and COI calls.

• Working closely with Global Transaction Banking, Product and Portfolio Management partners, understanding changes to services and deposit products, and communicating this team members and clients.
• Developing strategies to implement new services and deposit products to best fit with client’s needs.
• Being a well‑informed expert and champion of the suite of cash management services and deposit products.
• Understanding competitors’ offerings and industry trends and communicating this information to team members and clients, as necessary.

• Actively seeking customer feedback on Bank products and services and the delivery of customer service.
• Ensure spread targets are adhered to or are exceeded in line with the Bank’s ROAC objectives.
• Action suggestions to continually…