Td Bank Business Banking Specialist Canada, Alberta, Edmonton 449899684
Job Description:
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
- Bilingual French would be an asset
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.
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.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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