SBB, Client Service Associate

TD•Montreal, QC

8d•CA$52,700 - CA$74,400•Onsite

About The Position

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 $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

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

Responsibilities

Engage small business customers in conversations to understand and meet their current Business Account opening, Term and Trust Products and Signing officer Changes needs.
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 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 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.
Implement 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.