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SBB, Client Service Associate at TD Bank - ApplyBlast

SBB, Client Service Associate

TD Bank

4 months ago

Remote

Full Time

Junior

0 applicants

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About this role

A Business Banker at TD engages with small business customers over the phone to process business account openings, signing authority changes, and credit requests. The role involves promoting suitable banking products, ensuring regulatory compliance, and identifying credit opportunities for clients.

Responsibilities

Process business account openings and signing authority changes over the phone
Promote and offer advice on suitable business account plan options
Identify small business credit and credit card opportunities for clients
Submit and fulfill credit requests under $50,000 exposure
Ensure accurate documentation and adherence to regulatory procedures

Skills

Qualifications

Undergraduate degree

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).