Customer Service Officer I

Work Location:

Hours:

Line of Business:

Pay Details:

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 candidates 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.

Job Description:

Department Overview :

TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector providing customized solutions to build a strategy thats right for them now and in the future. Our quest is to deliver a first class business banking client experience and to be The Better Business Bank in North America. At TD better business bankers have a strong background in business and finance as well as the specific products they are responsible to sell and service. They have keen insight into all their clients their industry products finances and markets. Better business bankers demonstrate good judgment in people businesses and markets based on education experience gut instincts and street smarts

Job Description :

The Customer Service Officer Commercial Banking provides support to one or more Account Managers in the CMB/CLB segment. The position reports to the Manager Commercial Credit. This position is accountable to deliver a superior customer experience support profitable business growth and achieve The Quest.

• Maximize support for Relationship Managers and Analysts in credit administrative matters.
• Actively contribute to sales results by identifying potential sales opportunities when interfacing with customers and when performing internal duties
• Assist in 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
• Actively use CARMA
• Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.
• Facilitate investment requests between customers and DirecTrade where required
• Provide effective credit administration for the portfolio both within the Unit and by interfacing with other parts of TDBFG. Role includes direct contact with customers on some credit administrative matters such as obtaining Financial Statements and Accounts Receivable lists.
• Obtain/compile all the supporting documentation that the Analyst requires for writing credits; prepare follow-up and default letters; follow-up on
• Partner with administrative support groups such as the Credit Administration Services to facilitate their functions such as inputting credits making payments issuing Lines of Credit etc.

Job Requirements :

• Strong oral and written communications skills are essential
• Position requires an individual who is passionate about providing superior customer service and enjoys engaging in client-focused conversations
• Should be resourceful have strong organizational skills and work successfully with minimal supervision in a fast paced high volume environment.
• Must possess the ability to multitask
• Will work closely in a team environment in order to meet individual and team driven benchmarks.
• Should be conscientious and detail oriented in order to mitigate any risk to the bank.
• Must demonstrate the ability to be resourceful and proactive in their approach to Partner Problem Resolution and overall position responsibilities
• Ability to quickly learn new systems and applications
• Solid Knowledge of Microsoft Office required.
• Customer service and banking experience are an asset
• Ability to take ownership of a situation

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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 a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well 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
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):