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Commercial Sales Assistant
TD Bank
New York, NY, United States
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TD Description
About TD Bank, America's Most Convenient Bank®
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.
Department Overview
The Commercial Sales Assistant II provides ongoing Customer service and documentation support as the Relationship Team’s liaison on assigned accounts.
Job Description
• Provides professional and efficient service to external and internal Customers.
• 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 Commercial Sales Assistant I.
• Prepares correspondence under the direction and review of Relationship Team.
• Assists in the development and making recommendations of procedures and process flow.
• May generate and distribute reports to the Relationship Team.
• Assists in monitoring Monthly/Daily reports.
• Processes and reviews system messages.
• Prepares and submits files for lending team.
• Acts 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.
• Provides support for Customer and marketing events.
• Provides notary services to Customer as needed.
Job Requirements
• High school diploma or equivalent experience
• 2-4 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.
Must be eligible for employment under regulatory standards applicable to the position.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the 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 application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.