Commercial Sales Asst II

Commercial Sales Associate II

The Commercial Sales Associate II provides ongoing Commercial Customer service documentation and loan system support as the Relationship Teams liaison on assigned accounts.

Provides professional and efficient service to external and internal Customers

Analyzes transaction structure

Provides Customer service functions

Provides administrative support to Relationship Managers

Assists the Relationship Manager(s) in closing loans, including assisting to clear conditions of closing, aiding in the preparation of the closing packages and organizing the loan closing package

Provides Financial Statement support, including uploading and tracking of statements

Processes payments, advances, pay-downs, wires and line of credit adjustments

Supports Relationship Team with reporting, loan activities, delinquencies, correspondence preparation and tracking in loan information

Supports Relationship Managers with reporting, including pipeline, loan closing and other input on the Bank loan origination platform

Prepares correspondence and provides administrative support

May act as the initial Customer service contact and may initiate and facilitate Customer research (depends on complexity and nature of issue) ensuring a comprehensive solution to the Customer is provided

Processes Customer transactions as necessary

Interacts with external Customers as needed

Provides notary services as needed

Processes more complex payments, advances, pay-downs, wires and line of credit adjustments

Initiates and facilitates Customer research on complex issues

Assists Relationship Team with clearing and management exceptions

Serves as a resource for mentoring Commercial Sales Associates

Prepares correspondence under the direction and review of the Relationship Managers and Commercial leadership. Assists in the development and making recommendations of procedures and process flow

May generate and distribute reports to the Relationship management team, including daily and monthly reporting

Acts as the initial Customer service contact and may research more complex Customer requests or transactions

Provides notary services for Customers as needed

High school diploma or equivalent experience

2+ years related experience required

Strong knowledge of commercial lending products, credit policy, loan documentation and administration requirements, and legal and regulatory guidelines

Strong knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information

Strong knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees and interpreting the technical details of the loan system for Customers and Relationship Team

Strong Customer service skills

Analytical, problem solving and organizational skills

Strong attention to detail, including ability to review large amounts of detailed documents for accuracy

Excellent communication skills, both verbal and written

PC skills required (Word, Excel, PowerPoint)

Knowledge of Relationship Team systems and software

Ability to multi-task along with strong attention to detail

Ability to learn new tasks and systems at a fast rate

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

Domestic Travel – Occasional

International Travel – Never

Performing sedentary work – Continuous

Performing multiple tasks – Continuous

Operating standard office equipment - Continuous

Responding quickly to sounds – Occasional

Sitting – Continuous

Standing – Occasional

Walking – Occasional

Moving safely in confined spaces – Occasional

Lifting/Carrying (under 25 lbs.) – Occasional

Lifting/Carrying (over 25 lbs.) – Never

Squatting – Occasional

Bending – Occasional

Kneeling – Never

Crawling – Never

Climbing – Never

Reaching overhead – Never

Reaching forward – Occasional

Pushing – Never

Pulling – Never

Twisting – Never

Concentrating for long periods of time – Continuous

Applying common sense to deal with problems involving standardized situations – Continuous

Reading, writing and comprehending instructions – Continuous

Adding, subtracting, multiplying and dividing – Continuous

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

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 base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

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. 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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals. 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.

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.