Overview

Business Banking Specialist Jobs in Toronto, Canada at JobPath Partners LLC

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  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-specific knowledge, geographic location, and other specific business and organizational needs.

Business Banking is a dynamic division within TD. Our quest is to become the #1 Business Bank in Canada with a team of Better Business Bankers devoted to meeting our customers’ financial needs with confidence – one customer, one community at a time.

Job Description

  • Provide inbound and/or outbound sales support to customers in a non‑face‑to‑face environment.
  • Open Business Accounts 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 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 and fulfill all credit requests where total business exposure is less than $50,000.
  • Submitting business credit requests requires a high‑level understanding of business financials and credit policy.
  • Fulfilling credit requests requires 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 appointments.
  • Explore and refer additional customer needs to appropriate partners, that may include Senior BBS, Merchant, Account Managers 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 products 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.

Our Total Rewards Package

Our Total Rewards package includes a base salary, variable compensation and several 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.

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Title: Business Banking Specialist

Company: JobPath Partners LLC

Location: Toronto, Canada

Category:

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