Bilingual Business Banking Specialist

3 weeks ago

Edmonton, Canada TD Bank Full time

406199BR

Commercial Banking

Edmonton, AB

April 13, 2023

Company Overview

Department Overview

TD 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.

**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

**Requirements**:

- 2 years or more experience in direct to customer phone channel
- Prior experience in Small Business Banking product and services an asset
- Working knowledge of TD System including HOST, C3, Admin Apps, iCAL etc.
- 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 skill
- Bilingual in English and French required

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

  • Business Banking Specialist

    1 month ago

    Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD 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...

  • Business Banking Specialist

    1 month ago

    Edmonton, Canada TD Bank Full time

    407213BR Call Center Edmonton, AB April 25, 2023 Company Overview Department Overview TD 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. **Job...

  • Business Banking Specialist

    4 weeks ago

    Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD 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...

  • Agriculture Specialist, Agricultural Banking

    1 day ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 166593 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Agricultural segment of the Business Banking department(s) in Canada ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s business...

  • Business Development Dealer Specialist

    4 weeks ago

    Edmonton, Canada General Bank of Canada Full time

    General Bank of Canada (GBC), headquartered in Edmonton, Alberta, is a Schedule 1 Chartered bank and part of the Wheaton Group. Our roots trace back to the entrepreneurial spirit of our founder in the mid-1950s, who began with a single auto dealership in Saskatchewan. Evolving into one of Canada's fastest-growing small banks, GBC expanded into helping...

  • Investment Specialist, Administrative Assistant

    2 days ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 200331 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...

  • Regional Administrative Specialist

    2 days ago

    Edmonton, Canada MD Financial Management Full time

    Requisition ID: 200176 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Business Banking Manager

    4 weeks ago

    Edmonton, Canada Christian Credit Union Full time

    **Business Banking Manager - Edmonton** Christian Credit Union is a financial services organization that encourages biblical stewardship with service and advice from experts, while offering modern banking technology and a comprehensive range of financial services solutions. We are principled and benefit our members with competitive financial solutions,...

  • Banking Advisor

    1 month ago

    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...

  • Banking Advisor

    1 month ago

    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    1 month ago

    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **Your schedule will be provided to you in advance of the start of the schedule and will be **adjusted** based on business and client needs.** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients...

  • Banking Advisor

    1 month ago

    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **flexible work schedule during **any of the hours of operation **at the retail branches within the Edmonton North Market. Your schedule will be provided to you in advance of the start of the schedule and will be adjusted based on business and client needs.** **What is this opportunity?** This unique position calls on your client-focused...

  • Personal Banking Associate

    1 month ago

    Edmonton, Canada BMO Financial Group Full time

    10175 101 St NW Edmonton Alberta,T5J 0H3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    1 month ago

    Edmonton, Canada BMO Financial Group Full time

    5503 23rd Avenue Edmonton Alberta,T6L 7B9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer...

  • Personal Banking Associate

    1 month ago

    Edmonton, Canada BMO Financial Group Full time

    82nd Ave & 83rd St, #102 Edmonton Alberta,T6C 4E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 weeks ago

    Edmonton, Canada BMO Financial Group Full time

    82nd Ave & 83rd St, #102 Edmonton Alberta,T6C 4E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Banking Advisor

    1 month ago

    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **CANDIDATES MUST BE MOBILE TO ALL OF EDMONTON NORTH**: **What is the opportunity?**: **This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you...

  • Personal Banking Associate

    1 month ago

    Edmonton, Canada BMO Financial Group Full time

    1215 Windermere Way Edmonton Alberta,T6W 2P3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    4 weeks ago

    Edmonton, Canada BMO Financial Group Full time

    12240 137th Avenue Edmonton Alberta,T5L 4Y4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    3 weeks ago

    Edmonton, Canada BMO Financial Group Full time

    8211 104th Street NW Edmonton Alberta,T6E 4E7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...