403647BR
Commercial Banking
Kelowna, BC
March 21, 2023

Company Overview
Tell us your story. Don\xe2\x80\x99t go unnoticed. Explain why you\xe2\x80\x99re a winning candidate. Think \xe2\x80\x9cTD\xe2\x80\x9d if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward. Stay current and competitive. Carve out a career for yourself. Grow with us. Here\xe2\x80\x99s our story: jobs.td.com Department Overview
The Customer Service Officer (CSO) position supports teams of Relationship Managers/Analysts and/or Account Managers in meeting the day to day needs of the customers of those portfolios, as well as to onboard new customers to the bank. You will provide administrative or general office support for the broader team.
Meet or exceed CSO LEI target and be actively involved in ensuring the unit meets or exceeds its\xe2\x80\x99 LEI target.
Provide a high level of administrative support ensuring quality service and professionalism at every customer interaction
Manage efficiently in a multi-tasked environment and ensure deadlines are met
Apply appropriate due diligence ensuring accuracy in preparing and promptly completing all required supporting documentation (reports, presentations, invoices, communications, tables, charts, files, etc.)
Facilitate customer requests leveraging various partners (CCSC, Visa, Retail Bank, etc.) ensuring a warm hand off where appropriate, and follow up process is in place.
Deliver legendary service at every interaction and execute on plans to continuously improve the customer experience.
Act as a first point of contact for the day-to-day administrative needs, questions, and concerns, resolving them where possible, and communicating to the RM or AM as appropriate.
Develop a network of contacts across TD to continuously improve their knowledge and ability to service customers.
\xe2\x80\x9cDeliver the Bank\xe2\x80\x9d to our customers by identifying, recommending, introducing, and referring appropriate TDBG Business Partners and Products to existing and new customers to maximize revenue/profit and retention of relationships.
Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer\xe2\x80\x99s business
Support Relationship Managers/Analysts and Account Managers in credit administrative matters
Assist in building new relationships and deepening existing customer relationships by consistently following the Business Banking Relationship Methodology
Act as first point of contact with customers on credit administrative matters such as following for documentation and/or obtaining Financial Statements and Accounts Receivable lists. Responsibilities also include uploading customer reports/documentation into the appropriate systems.
Actively contribute to sales results by identifying and cross-selling products and services when performing internal duties or interfacing with customers (both new and existing) to maximize revenue/profit and retention of relationships
Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals.
Facilitate investment requests between customers and Business Banking Investments where required
Provide effective credit administration for the portfolio both within the Unit and by interfacing with functions across the TDBFG.
Assist RM/AM with obtaining/compiling all supporting documentation required to complete credit applications and process funding requests. Prepare reminder, follow-up and default letters and follow up on outstanding security documentation.
Partner with administrative support groups to facilitate activities, such as programming credits, making payments, advancing funds, etc.
Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank.
Complete all compliance and attestations within required timelines.
Be knowledgeable of and comply with Bank and Industry Codes of Conduct Requirements
Participate 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
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up to date about the status / progress of requests and / or all relevant or useful information related to day-to-day activities
Contribute 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.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
Requires expertise in a variety of account and credit administration related activities to provide customers with support and advice
Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity / risk
Provides subject matter guidance to customers and / or internal partners
Uses sound judgement and understanding of process/ policy risk when fulfilling requests, recommending exceptions outside general practices or guidelines
Understands how related customer or sales teams coordinate their efforts and resources to achieve objectives of a business area
Impacts their own team and other sales teams whose work activities are closely related
Recommends modifications to existing sales or customer service processes and solutions to improve the efficiency of the team
Evaluates and communicates unusual and/or complex content in a clear manner; handles sensitive information and escalated matters
Generally, reports to a Lead CSO or MCC or MCS Additional Information
EXPERIENCE & EDUCATION
High school education: undergraduate degree preferred
1+ years of related experience
Hands on knowledge of MS Office Suite and Internet applications
Able to work independently as well as part of a team with flexibility for effectively coordinating processes and information across related teams
A dynamic professional with ability to learn and take initiative on upcoming tasks and projects
Strong written and verbal communications to interpret policies and apply standards to complete assignments in a fast-changing environment Hours
37.5 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 and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.