Small Business Client Associate (US)

Work Location:
Mount Laurel, New Jersey, United States of America

Hours:
40

Pay Details:
$24.00 - $33.50 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
Job Description:

The Small Business Client Associate engages small business customers in conversations to understand and meet their current Business Account opening, Term and Trust Products and Signing officer Changes needs and ensures customer problems as it relate to Business Account Openings and Business signing Officer changes are handled appropriately the first time.

Depth & Scope:

• Manages micro-businesses, provides oversight, and supports targeted outreach
• Oversees deposit-only relationships with deposits currently unassigned
• Approves KYC profiles at onboarding, after Event Driven Reviews, and Periodic Reviews for high-risk customers, business senior
• Management must approve KYC profiles at onboarding and Periodic Reviews
• Maintains customer KYC profiles and re-evaluates risk at the time of Event Driven Reviews and Periodic Reviews and make Consequence Management decisions
• Protects the interests of the organization- identifying and managing risks, and escalates non-standard, high-risk transactions
• Actively calls SB clients assigned and meets to deepen relationship, manages customer service issues, and identifies product needs
• Actively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Business, including: SBB, BB, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In) and Wealth
• Develops Small Business product expertise to properly vet potential products fit for our customer base
• Provide clients with trusted advice and exceptional services
• Proactive calls to offer tailored products and services to clients, guided by data-driven recommendations and identified business needs
• Contributes towards the achievement of SB sales and business development
• Digital literacy across a broad range of devices
• Integrity when managing sensitive customer information in alignment with regulatory and compliance guidelines related to servicing and sales practices

Education & Experience:

• Bachelor's Degree or equivalent experience
• 7+ years of related experience
• 4+ years of calling and customer support related experience at a Small Business level
• Demonstrated ability to achieve and exceed marketing goals
• Tactful communicator able to exchange ideas and customer information in a concise and logical way
• A self-initiator with strong organizational, planning, and time management skills

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

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.

Who We Are:

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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. Learn more

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.

Accommodation

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.

Client-provided location(s): Marlton, NJ

Job ID: TD_bank-R_1463775

Employment Type: FULL_TIME

Posted: 2026-02-05T23:39:10