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Added 18 mins ago
Investment Analyst
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Business Banking Specialist
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- Full-time
…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…
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Business Banking Specialist

Montreal, QC, Canada

52 700 $/$52,700 - 74 400 $/$74,400 CAD · Full-time

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Job details

Pay: 52 700 $/$52,700 - 74 400 $/$74,400 CAD
Job type: Full-time
Apply by: Nov 20, 2026
Experience: 2 years or more experience in direct to customer phone channel
Posting language: English
Posted: Nov 4, 2026

Original job description

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:

Department Overview:

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.

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.

Job Description:

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

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 skills

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 Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.

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More about this job

Responsibilities

The Business Banking Specialist provides inbound and outbound sales support to small business customers, handling account openings and signing authority changes. They are also responsible for identifying credit opportunities and ensuring all documentation complies with bank policies and regulatory standards.

Requirements

Candidates should have at least two years of experience in a direct-to-customer phone channel and prior knowledge of small business banking products. An undergraduate degree or equivalent is considered an asset for this role.

Skills

Business banking
Sales support
Customer service
Account opening
Credit analysis
Financial documentation
Time management
Organizational skills
Communication
Risk management
Regulatory compliance
Small business credit
Digital technology
Relationship management

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Business Banking
Sales
Customer Service
Account Management
Credit Requests
Financial Services
Banking
Compliance
Risk Management
Small Business
Phone Channel
Documentation
Relationship Management
TD Bank
Commercial Banking

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