Small Business Banking Cash Management Sales Officer

Small Business Banking Cash Management Sales Officer

Work Location : Markham, Ontario, Canada

Hours : 37.5 hours per week

Line Of Business : Personal & Commercial Banking

Pay Details : $59,500 - $84,000 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 on 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

Cash Management Services (CMS) in Small Business Banking ("SBB") is responsible for delivering and managing the tools that our business customers rely on to issue and receive payments and manage their cash flow. Our team is crucial in supporting customers seeking Cash Management products and services. Currently, our services are accessible via Web Business Banking as well as TDBC and include products such as Wire Payment, Electronic Funds Transfer services, Express Deposit and Remote Deposit Capture. This position is responsible for the efficient sales of all cash management products and services for the Small Business Banking segment. The team reports directly to the Team Manager of CMS Sales. The incumbent should be an independent, self‑managed professional who enjoys developing new sales opportunities in a fast‑paced, competitive environment.

Responsibilities

• Efficient Sales of all cash management products and services for the Small Business Banking segment.
• Efficiently manage the referral pipeline ensuring customer contacts are initiated within business SLA, proper follow ups are completed, and all activity is tracked in BBHub per process.
• Meet individual goals for referrals actioned, SLA, close ratio and account compliance.
• Identify product cross selling opportunities to contribute to overall Business targets.
• Ensure customer profiles are AML compliant by following the documented KYC / KYB process and ensuring all profile deficiencies identified by compliance review partners are remediated with speed & accuracy.
• Liaise with the Cash Management Product group in review of non‑standard customer requirements, thus ensuring the proper approvals are in place and onboarding is compliant.
• Ensure accurate billing for all new set‑ups.
• Coordinate the timely completion of onboarding of new accounts / services including approval of new set‑ups completed by ops team to ensure first time right.
• Identify process improvement opportunities and recommend realistic and actionable ideas to increase sales effectiveness.

Qualifications

Benefits

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.

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