Shape small business banking experiences as a Client Service Associate at TD in Montréal, Quebec. Engage with customers on business account needs through phone and digital technology.
In this role, you will support business banking by assisting with account openings, signing authority changes, and addressing transactional banking needs for small business customers. The position offers flexibility, including 37.5 hours per week, while you ensure thorough documentation and engage in persuasive sales discussions.
Key Responsibilities:
• Provide inbound and outbound sales support remotely
• Open business accounts via telephone and digital platforms
• Advise on suitable business account options for clients
• Maintain accurate documentation reflecting client intentions
• Identify credit opportunities and submit requests under $50,000
Requirements:
• 2+ years of direct customer phone experience
• Familiarity with small business banking products is preferred
• ...