Small Business Banking Cash Management Sales Officer

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:

Job Description:

Cash Management Services (CMS) in Small Business Banking (SBB) is responsible for delivering and managing the tools that our business customers rely on to issue and receive payments and manage their cash flow. Our team is crucial in supporting customers seeking Cash Management products and services.

Currently our services are accessible via Web Business Banking as well as TDBC and include products such as Wire Payment Electronic Funds Transfer services Express Deposit and Remote Deposit Capture.

This position is responsible for the efficient Sales of all cash management products and services for the Small Business Banking segment. The team reports directly to the Team Manager of CMS incumbent should be an independent self-managed professional who enjoys developing new sales opportunities in a fast-paced competitive environment.

Job Requirements:

Customers:

• Excellent organization skills to sell support and onboard a range of Cash Management products
• Exceptional negotiation & remote channel sales skills to effectively manage sales conversations
• Ensure clients are fully educated and trained on product functionality and support contacts for Cash Management Products
• Ensure clear and concise messages are on all forms of communication (emails verbal etc.) to our partners & clients alike

Business Operations:

• Efficiently manage the referral pipeline ensuring customer contacts are initiated within business SLA proper follow ups are completed and all activity is tracked in BBHub per process
• Meet individual goals for referrals actioned SLA close ratio and account compliance
• Identify product cross selling opportunities to contribute to overall Business targets
• Ensure customer profiles are AML compliant by following the documented KYC/KYB process and ensuring all profile deficiencies identified by compliance review partners are remediated with speed & accuracy (first time right).
• Liaise with the Cash Management Product group in review of non-standard customer requirements thus ensuring the proper approvals are in place and onboarding is compliant
• Ensure accurate billing for all new set-ups
• Coordinate the timely completion of onboarding of new accounts/services including approval of new set-ups completed by ops team to ensure first time right.
• Identify process improvement opportunities and recommend realistic and actionable ideas to increase sales effectiveness

Additional Information:

• A minimum of 3 years of proven Telephone Sales experience
• Strong written verbal and listening skills as well as a proven sales record
• Cash Management knowledge and/or Call Centre experience is a strong asset
• Exceptional customer service skills with ability to de-escalate customer concerns
• Strong knowledge of KYC/KYB process for business banking customers
• Ability to think strategically and develop tactical initiatives that support the Business Bank
• Attention to detail and the ability to accurately process work
• An enthusiastic team player and willing to take an active role in campaigns and business building initiatives
• Bilingualism in both English and French would be considered an asset for this role

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 deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

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):