TD Securities ยท 12 hours ago
TDCDC Relationship Manager
Greenville, SC
Full-time
Onsite
Mid, Senior Level
$115K/yr - $173K/yr
5+ years expTD Securities is one of the world's leading global financial institutions. The TDCDC Relationship Manager is responsible for growing TDCDC's portfolio by building new relationships and leveraging TD's New Markets Tax Credit Program, while managing existing customer relationships and driving community impacts.
BankingFinanceFinancial Services
Responsibilities
Develops and manages relationships with existing and prospective clients, Community Development Entities, economic development agencies (EDAs), consultants, mission driven financial institutions (MDFIs) and industry coalitions
Originates and manages lending and investment opportunities involving New Markets Tax Credits and mission driven financial institutions (MDFIs), including CDFIs and MDIs
Identifies and prioritizes lending and investment pipeline; assist in deal structuring and underwriting alongside credit management and asset management teams; lead internal approval processes; and facilitates closings
Negotiates complex legal documents while memorializing business deal terms
Manages portfolio of NMTC and MDFI relationships to provide professional client services and where applicable, manage throughout the compliance period and negotiate exit
Responsible for acquiring new banking relationships and deepening existing relationships by delivering a OneTD approach, including deposits, treasury services, fee growth, interest rate derivatives, F/X, global trade, TDS/Cowen advisory services
Employs astute risk management by maintaining satisfactory credit risk standards and policies, annual reviews, and audit and compliance results. Addresses and mitigates transaction risks and serves as an ongoing resource for credit management and risk partners
Assists TDCDC with crafting a comprehensive New Markets Tax Credit Allocation Application on an annual basis
Prepares NMTC and TDCDC presentations to other LOBs, geographies, senior management, clients, prospects, COIs, community organizations, coalitions, and industry conferences
Assists in managing TDCDC's internal stakeholder relationships, including Loan Ops, Tax, Finance, Specialty Accounting, Govt. Relations, Risk, Credit Management, Compliance, Legal, and Retail
Represents TD effectively through external engagement via industry association participation, legislative and regulatory advocacy efforts, and other public events such as ribbon cutting events, attending conferences, and interacting with various influential community members
Stays informed on industry developments, trends, and competitive data, functioning as industry expert for TD Bank
Qualification
Required
4 year degree or equivalent experience
5+ years related experience
Strong understanding of commercial business development techniques and credit decisions
Demonstrates business development track record
Strong market presence with wide network of outside referral sources for new business
Demonstrates credit and financial analysis skills
Refined negotiation skills
Demonstrates communication skills, both verbal and written
Demonstrates PC skills
Membership in civic and professional organizations required
Benefits
Health and well-being benefits
Savings and retirement programs
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development
Reward and recognition
Company
TD Securities
TD Securities is an investment banking that offers global transaction, M&A advisory, foreign exchange, and equity research services.
5001-10000 employees
H1B Sponsorship
TD Securities has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (70)
2024 (49)
2023 (37)
2022 (31)
2021 (27)
2020 (30)
Funding
Current Stage
Late StageLeadership Team
Rona Ambrose
Deputy Chairwoman
Recent News
2026-01-06
Company data provided by crunchbase