Small Business Banking Advisor

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

Job summary

TD in Markham, Ontario, is seeking a Business Banking sales support professional to engage small business customers over the phone, open accounts, and handle signing authority changes using digital tools.

You will identify credit opportunities, fulfill requests under CAD 50,000, and follow procedures to ensure compliance while coordinating with partners. Strong administration, planning, and time management are essential.

Qualifications

• 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.

Responsibilities

• 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 options that are suitable to each customer's day-to-day transactional needs
• Follow all end-to-end procedures accurately for Business Account opening and Signing Officer Changes to avoid 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 $50,000
• 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
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

Skills

Phone channel

Small Business Banking

Self-starter

Time management

Education

Undergraduate degree

Job description

TD in Markham, Ontario, is seeking a Business Banking sales support professional to engage small business customers over the phone, open accounts, and handle signing authority changes using digital tools.

You will identify credit opportunities, fulfill requests under CAD 50,000, and follow procedures to ensure compliance while coordinating with partners. Strong administration, planning, and time management are essential.