Intern Customer Service Officer I - Guelph, Canada - TD Bank
Description
402403BRCommercial Banking
Guelph, ON
March 9, 2023
Company Overview
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.
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 (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 in order to continuously improve their knowledge and ability to service customers.
- Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer's business
SHAREHOLDER
- 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 crossselling 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.
- 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:
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 (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 in order to continuously improve their knowledge and ability to service customers.
- Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer's business
SHAREHOLDER
- 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 crossselling products and services when performing internal duties or interfacing with customers (both new and existing) to maximize revenue/profit
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