Job Description

TD Description

Tell us your story. Don\'t go unnoticed. Explain why you\'re a winning candidate. Think "TD" 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\'s our story:

Job Requirements

EMPLOYEE / TEAM

• Cultivate and model the Colleague Promise to support colleague growth, and a culture of care; make an impact at work and in our communities by leading with authenticity and supporting well being to represent TD\'s brand
• Connect the alignment of colleague\'s contributions with the TD Shared Commitments
• Support an engaged and diverse team where every colleague and customer are valued, respected, and listened to; committed to a common goal and collaborate to move with speed and get things done
• Demonstrate inclusive leadership by taking meaningful action with intention to support colleagues and customers across all dimensions of diversity, including those from underrepresented communities, being actively anti-racist, attracting and retaining diverse slate of candidates, nurturing mutual respect, inclusivity of thought and collaboration to drive successful results
• Participate in identifying talent in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
• Support colleague growth by encouraging colleague development to achieve career and business objectives; delivering timely motivating appreciation and recognition to all colleagues
• Support a continuous learning culture by proactively seeking, listening to and actioning feedback from peers and from colleague listening opportunities to continuously improve the colleague experience and grow your personal leadership
• Share knowledge, information, skills, and subject matter expertise among the team; ensure timely communication of issues, and encourage collaboration with other functions and teams
• Support your team through change and promote an environment where teams feel psychologically safe to challenge current practices by modeling resiliency and flexibility, providing guidance and support on changing priorities and empowering colleagues to drive innovation
• Lead a high-performance culture by setting team targets and objectives, providing on-going feedback/coaching and conducting Quarterly Check-Ins for all colleagues to drive accountability and business results
• Manage employees in compliance with all human resources policies, procedures and guidelines of conduct

BREADTH & DEPTH

• Leads a team, responsible for a wide range of processes, and in completing day-to-day processes / transactions / activities, involving multiple steps, systems
• Requires advanced skills and expertise in a range of products and services, processes, procedures and systems in a set of focus areas, where transactions could be characterized by moderate risk
• Requires intermediate level of process management knowledge and a good understanding of the business and operational function areas supported
• Closely monitors workflows, prioritizing tasks and delegating duties and responsibilities and work focus time horizon is generally short to medium term
• Plans, organizes and coordinates the activities for own area and resolves operational issues
• Manages team requiring workforce to decision on acceptable level of risk- Low to Moderate risk potential (loss/reputational) for functional area
• Decision making authority and ambiguity of issues managed generally limited to less complex, non-standard issues or exceptions
• Effectively handles day-to-day issues, determining the most appropriate course of action for resolution
• Generally, reports to Unit Leader

EXPERIENCE & EDUCATION

• Undergraduate degree preferred
• 3+ years related experience

Hours

37.5



CUSTOMER

• Meet or exceed CSO LEI target and be actively involved in ensuring the unit meets or exceeds its LEI target.
• Facilitate customer requests leveraging various partners, i.e. Retail Bank, Direct Trade, ensuring a warm hand off where appropriate and follow up process in place
• Deliver exceptional service at every interaction and execute on plans to continuously improve the customer experience
• Use internal network to continually build specialized expertise to maximize customer satisfaction
• Resolve service issues at first point of contact, or escalate service issues efficiently where required to deliver a positive customer experience
• Ensure effective partnership with the Commercial Credit Service Centre (CCSC) in providing service to customers
• "Deliver the Bank" 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\'s business

SHAREHOLDER

• Ensure CSO support is maximized for Relationship/Account Managers, Analysts and in credit administrative matters
• Ensure CSOs actively contribute to sales results by identifying potential sales opportunities; "warming up" referrals by asking questions to better establish specific needs of the customers; and referring opportunities to the appropriate person for follow-up and closing
• Ensure CSOs facilitate investment requests between customers and Business Banking Investments where required
• Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals
• Assist with building new relationships and deepening existing customer relationships
• Cross-sell products and services to existing and new customers to maximize revenue/profit and retention of relationships
• 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 training and attestations within required timelines.
• Ensure CSO team provide effective account and credit administration for their portfolios
• Ensure the team leverages proficiency of various software applications/programs to ensure timely and accurate preparation of documentation required for portfolio management, client maintenance and risk reporting
• Adhere to the principles and be accountable for completion of tasks outlined in the "Commercial Monitoring and Control Guide"
• Ensure CSOs 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.
• Ensure CSOs partner with administrative support groups to assist with programming credits, making payments, advancing funds, etc.
• Follow, and ensure CSOs are knowledgeable of and comply with, Bank and Industry Codes of Conduct
• May manage office administration processes, premises and organizational changes

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.

Business Line

TD Commercial Banking

Job Category - Primary

Commercial Banking

Job Category(s)

Commercial Banking

Job Family

Servicing

Time Type

Full Time

Employment Type

Regular

TD Bank