SBB, Client Service Associate

Work Location:

Hours:

Line of Business:

Pay Details:

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 candidates 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:

Department Overview:

Business Banking is a dynamic division within TD. Our Quest is to become the #1 Business Bank in Canada with our team of Better Business Bankers devoted to meeting our customers financial needs with confidence one customer one community at a time.

Reporting into the Team Manager BBS you will engage small business customers in conversations to understand and meet their current Business Account opening Term and Trust Products and Signing officer Changes needs and ensure customer problems as it relate to Business Account Openings and Business signing Officer changes are handled appropriately the first time.

• Provide inbound and/or outbound sales support to customers in a non-face to face environment

• Open Business Account and complete Business signing authority Changes for New and existing Business customers over the phone using digital technology

• Promote and offer advice on Business Account plan option that are suitable to each customers Day to Day transactional needs

• Follow all end-to-end procedures accurately for Business Account opening and Signing Officer Changes to avoid any compliance issues

• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions

• Identify small business credit and credit card opportunities

• Submit & fulfill all credit requests where total business exposure is less than $50000

• Submitting business credit requests will require a high-level understanding of business financials and credit policy

• Fulfilling credit requests will require preparing and obtaining electronic consent on SBB specific security documentation

• Implements sales and customer service procedures and approaches to complete work

• Review iCal appointment bookings to ensure preparation in advance of customer appointment

• Explore and refer additional customer needs to appropriate partners that may include Senior BBS Merchant Account Mangers of Small Business and Remote Account Managers of Small Business.

• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

Job Requirements:

• 2 years or more experience in direct to customer phone channel

• Prior experience in Small Business Banking product and services an asset

• Undergraduate degree or equivalent is an asset

• A self-starter who works independently in a dynamic work environment through strong administration organizational planning and time management skills

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):