Work Location: Montréal, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 52 700 $/$52,700 - 74 400 $/$74,400 CAD

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 at TD. Our 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-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

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 workplace

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

Job Requirements

2 years or more experience in direct to customer phone channel

Prior experience in Small Business Banking product 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 skls

Who We Are





TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other 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. Learn more

Additional Information

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of

📌 SBB, Client Service Associate (Montreal)
🏢 TD Bank Group
📍 Montreal