EHS Specialist advancing workplace safety analytics, injury claims, audits, and compliance at LifeLabs, a Canadian healthcare organization. Improving employee well - being through data - driven safety programs.
About the role
- Business Banking Specialist supporting small-business account openings, signing changes, and credit requests at TD, a Canadian financial institution. Advising customers and managing compliance through phone and digital channels.
Responsibilities
- Engage small business customers to understand and meet Business Account opening, Term and Trust Products, and Signing Officer Changes needs
- Handle customer problems related to Business Account Openings and Business Signing Officer changes appropriately the first time
- Provide inbound and/or outbound sales support in a non-face-to-face environment
- Open Business Accounts and complete Business Signing Authority Changes over the phone using digital technology
- Promote and advise on Business Account plan options suitable to customers’ transactional needs
- Follow end-to-end procedures accurately to avoid compliance issues
- Ensure documentation accurately reflects client and business intentions
- Identify small business credit and credit card opportunities
- Submit and fulfill credit requests where total business exposure is less than $50,000
- Apply a high-level understanding of business financials and credit policy
- Prepare and obtain electronic consent on SBB-specific security documentation
- Implement sales and customer service procedures
- Review iCal appointment bookings and prepare in advance of appointments
- Explore and refer additional customer needs to Senior BBS, Merchant, Account Managers of Small Business, and Remote Account Managers of Small Business
- 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 is an asset
- Undergraduate degree or equivalent is an asset
- Strong administration, organizational, planning and time management skills
- Ability to work independently in a dynamic work environment
- Must comply with Bank and industry Code of Conduct
- Must comply with provincial regulations for employment purposes in Canada
Benefits
- Base salary
- Variable compensation
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations during the interview process
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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