Business Banking Specialist

TD; Markham; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD is seeking a Business Banking specialist in Markham, ON, to engage small business customers and handle Business Account openings and signing officer changes by phone using digital tools. The role supports sales and advisory activities, promotes account plans, and ensures compliance with end-to-end procedures.

A self-starter with 2+ years of direct phone-based customer experience is preferred, with an undergraduate degree as an asset.

Qualifications

• 2 years or more experience in direct to customer phone channel.
• Undergraduate degree or equivalent is an asset.

Responsibilities

• 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 plans suitable to customers’ daily needs.
• Follow end-to-end procedures for Business Account openings and Signing Officer Changes to ensure compliance.
• Identify small business credit and credit card opportunities and submit/fulfill credit requests under $50,000.
• Support and refer customers to appropriate TD partners for additional services.
• Minimize operational and regulatory risk by complying with Bank and industry Code of Conduct.

Skills

Phone-based sales

Customer service

Self-starter

Education

Undergraduate degree or equivalent

Job description

Work Location:Markham, Ontario, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:$52,700 - $74,400 CADTD 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 candidate's 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.Job Description:Provide inbound and/or outbound sales support to customers in a non-face to face environmentOpen Business Account and complete Business signing authority Changes for New and existing Business customers over the phone using digital technologyPromote and offer advice on Business Account plan option that are suitable to each customers Day to Day transactional needsFollow all end-to-end procedures accurately for Business Account opening and Signing Officer Changes to avoid any compliance issuesEnsure documentation that is prepared / completed is accurate and properly reflects client / business intentionsIdentify small business credit and credit card opportunitiesSubmit & fulfill all credit requests where total business exposure is less than $50,000Submitting business credit requests will require a high-level understanding of business financials and credit policyFulfilling credit requests will require preparing and obtaining electronic consent on SBB specific security documentationImplements sales and customer service procedures and approaches to complete workReview iCal appointment bookings to ensure preparation in advance of customer appointmentExplore 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 ConductJob Requirements:2 years or more experience in direct to customer phone channelPrior experience in Small Business Banking product and services an assetUndergraduate degree or equivalent is an assetA self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills3500 Steeles Ave E, Markham location.Who We Are:TD is one of the world's 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 95,000 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 PackageOur 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 moreAdditional Information:We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re 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 DevelopmentIf you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 you’re 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.We're 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 & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview ProcessWe’ll 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.AccommodationYour accessibility is important to us. Please let us know if you’d 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):Sans Objet