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SBB, Client Service Associate

En personne
Temps plein
Expérimenté
Avantages pour l'entreprise
Congés payés
Publié il y a 3 jours

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$51,400 - $72,600 CAD

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 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:

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

Job 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

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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:
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 Development
If 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. 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 we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'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.


Accommodation
Your 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):

Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
Numéro de concours: R_1363680
Site Web d'entreprise: jobs.td.com/

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À propos TD Bank

À propos TD Bank

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.