The Account Executive will lead market strategies to expand an assigned client base, identify new prospects, and generate leads. This role involves negotiating and structuring equipment finance and leasing deals to meet both client and company requirements, and managing these transactions from initial quoting through to funding. The Account Executive is also responsible for managing the existing client portfolio, ensuring customer satisfaction, and assisting the risk team with any problematic accounts. Key responsibilities include analyzing financial statements to structure profitable deals within risk tolerances and collaborating with credit, Capital Markets, and legal teams.
Lead go-to-market strategies to develop assigned database, prospect, and convert new relationships, maximizing lead generation. Negotiate and structure equipment finance and leasing transactions to meet client and TDEF requirements. Manage originated transactions end-to-end, including quoting, credit submission, documentation, and funding. Manage the existing portfolio, ensure customer service expectations are met, and assist the risk team with distressed accounts. Possess financial acumen to read and analyze financial statements and structure value-added deals within reasonable risk tolerances. Work collaboratively with credit, Capital Markets, and legal teams through various stages of each transaction.
Bachelor's degree in Commerce/Business,4+ years of sales development and/or customer relationship management experience,Proven ability to thrive in a fast-paced, collaborative, team-driven environment,Superior Business development skills,Considerable initiative and ability to build relationships,Commitment to being customer-centric by ensuring legendary service,Current knowledge of equipment finance and leasing industry,Excellent analytical skills,In-depth knowledge of Financing and Accounting,Ability to excel at administration and be exceptionally well organized,Bilingual – French/English (Quebec Only),Preferred: 4+ years of related experiences in the financial industry or equipment financing,Preferred: CFA, CA, CMA or MBA - Finance Program,Preferred: Knowledge of financial accounting and taxation
Bachelor's Degree
37.5 hours/week
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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