Customer service officer I, Commercial Banking

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 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 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.

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.

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 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
Your accessibility is important to us. Please let us know if you’d 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):

Sans Objet