Business Banking Specialist

TD•Toronto, ON

4d•CA$52,700 - CA$74,400•Remote

About The Position

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.

Requirements

2 years or more experience in direct to customer phone channel
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

Nice To Haves

Prior experience in Small Business Banking product and services an asset
Undergraduate degree or equivalent is an asset

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 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 $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, 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