TD · 17 hours ago
Small Business Promotional Support Lead
Greenville, SC
Full-time
Onsite
Mid Level
$24/hr - $33.50/hr
3+ years expTD is one of the world's leading global financial institutions, and they are seeking a Small Business Promotional Support Lead. This role focuses on understanding customer financial needs and providing appropriate solutions while contributing to business growth through relationship development.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Requires specialized expertise to provide customer /partner support on complex transactions, activities and product feature advice and guidance
Provides exceptional inbound and/or outbound sales and/or service support to customers/partners on a range of moderate to high complexity financial products and services
Acts as a sales process/product expert to customers and/or internal partners
Identifies complex problems and formulates the most appropriate solution and escalates if necessary
Uses insights into how the team integrates with other teams to coordinate efforts and resources to achieve shared objectives
Has direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supported
Implements sales and customer service procedures and approaches to complete work
Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
Provides courteous, efficient, and professional customer service to ensure inquiries, sales and/or issues are managed promptly and effectively under all conditions
Engages customers/partners in conversation to understand and meet their current and future products/ sales and/or service needs by proactively providing them with information/advice/guidance
Offer advanced knowledge and/or advice/guidance as it relates to their respective business area
Ensures customer/partner problems are handled appropriately the first time, escalating issues when necessary
May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of Customer/partner life cycle needs
Identifies cross-sell opportunities and/or refer customers/partners to internal Bank partners
Contributes to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
Promotes and offer full suite of products, sales, services and banking capabilities
Contributes to business objectives for Operational Excellence
Supports the timely and accurate completion of business processes and procedures
Protects the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identifies, suggests and actively participates in process improvement opportunities
Ensures necessary due diligence to support the accuracy of all customer transactions / activities
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Supports the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand champion for your business area/function and the bank, both internally and/or externally
Qualification
Required
Undergraduate degree preferred
3+ years relevant experience required
Strong knowledge of cash management industry, including systems, products and services
Proven Customer service skills, including concern for and ability to identify client issues
Proven ability to meet and exceed Customer expectations and ability to translate technical material and information for nontechnical users
Proven ability to perform multiple tasks in a fast-paced environment
Strong organizational and analytical skills and attention to detail
Proven PC skills, including knowledge of Windows and ability to operate standard office equipment
Effective communication skills, both verbal and written
Ability to serve as a resource to CM Customer Care Specialist I, II & III
Benefits
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
Reward and recognition
Company
The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD).
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$65MKey Investors
U.S. Department of the Treasury
2023-10-03Grant· $65M
Leadership Team
Brian Jacobson
Chief of Staff to the CEO, TD Bank, America's Most Convenient Bank
F
Foster Glenn
Senior Vice President Technology and Data Risk Management
Recent News
2026-01-24
2026-01-24
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