Commercial Sales Associate I (US)

About the role

Work Location: Forest Hills, New York, United States of America

Hours: 40

Pay Details

$24.25 - $32.50 USD

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.

Line of Business: Personal & Commercial Banking

About the role

The Commercial Sales Assistant I provide ongoing Customer service and documentation support as the Relationship Teams liaison on assigned accounts.

Depth & Scope

• 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 an 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
• Assist in monitoring Monthly/Daily reports
• 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

Education & Experience

• High school diploma or equivalent experience
• 1+ years related experience required
• Knowledge of commercial lending products, credit policy, loan documentation and administration requirements and legal and regulatory guidelines
• Knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information
• 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
• Customer service skills
• Ability to multi-task along with attention to detail
• Strong communication skills, both verbal and written
• Math skills and accuracy with numbers and transactions
• PC Skills (Word, Excel, PowerPoint) preferred

Physical Requirements

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

Additional information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

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 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.

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.

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.