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Commercial Sales Associate III

2 months ago

Greenville, South Carolina, United States TD Bank, N.A. Full time

Job Summary

:

The position of Sales and Service Professional involves providing exceptional support for commercial customers and financial operations, serving as the primary contact for Relationship Teams on specific accounts.

Key Responsibilities:

  • Deliver professional and efficient service to both internal and external clients
  • Analyze financial structures
  • Offer customer service support
  • Provide administrative assistance to Relationship Managers
  • Support Relationship Managers in closing financial transactions and preparing closing packages
  • Handle financial statement support tasks, including uploading and monitoring statements
  • Process payments, advances, wire transfers, and credit line adjustments

Requirements:

  • Bachelor's degree or equivalent experience
  • 3+ years of relevant experience
  • Strong familiarity with commercial lending products, financial policies, and regulatory guidelines
  • Proficient in financial lending procedures and system operations
  • Excellent customer service, analytical, and organizational skills
  • Outstanding communication skills, both verbal and written
  • Proficiency in PC skills and Relationship Team systems
  • Ability to multitask and learn quickly

Physical Requirements:

  • Domestic Travel – Occasional
  • Performing sedentary work - Continuous
  • Operating standard office equipment - Continuous
  • Concentrating for long periods of time - Continuous

About TD Bank, N.A.

TD Bank, N.A. is a leading global financial institution striving to provide exceptional customer experiences to millions of households and businesses every day. With a commitment to enriching lives and supporting economies, TD values the skills and talents of its employees across North America.

Our Total Rewards Package:

TD's Total Rewards package includes various benefits and rewards to support the financial, physical, and mental well-being of its employees. From competitive salaries to health and retirement plans, TD invests in its colleagues to help them achieve their goals.

Additional Information:

TD is dedicated to supporting its employees' growth and development through various training and mentorship programs. We are committed to providing a competitive benefits plan to ensure our colleagues thrive in both their professional and personal lives.