Cash Management Service Officer - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

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Cash Management Service Officer:

BR

Job Category - Primary

Work Location

Employment Type

City

Time Type

Province/State

Hours

Workplace Model

Pay Details

Department Overview

The Cash Management Services Officer (CMSO) position is found in units in which volumes warrant a dedicated resource for deposit and cash management administrative matters. This position is accountable to deliver a superior customer experience and support profitable business growth.

Job Details

CUSTOMER

Meet or exceed LEI target and be actively involved in ensuring the unit meets or exceeds its LEI target.
Deliver exceptional service at every interaction and execute on plans to continuously improve the customer experience
Maintain a working knowledge and understanding of deposit and cash management banking products and services
Develop a network of contacts within TD in order to improve 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
Act as first point of contact for ongoing customer cash management questions and concerns, resolving them where possible, and communicating to MCM, Relationship/Account Managers, etc. as appropriate
Assist cash management team in the resolution of customer concerns.

- "Deliver the Bank" by identifying and referring appropriate TDBG Business Partners and Products

CMSO is responsible for the implementation of new cash management products and services
Provide training to customers for new products sold

Job Requirements

SHAREHOLDER

Identify additional business opportunities for existing customers and advise the Cash Management Manager (MCM), Relationship/Account Manager as appropriate
Prepare and support MCM, Relationship/Account Managers by gathering noncredit profitability data to support account planning and relationship review activities by leveraging Deposit and Cash Management pricing reports to identify repricing and crosssell opportunities
Assist in preparation of Pricing Committee submissions where exception pricing is required.
Assist in the preparation of presentations to clients for Manager, Cash Management, Relationship/Account Managers
Develop and maintain understanding of pricing models/concepts
Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology
Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals.
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.
Prepare, follow and track appropriate documentation to support implementation of deposit and cash management products and services
Be knowledgeable of and comply with Bank and Industry Codes of Conduct

EMPLOYEE / TEAM

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
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and uptodate about the status / progress of client request and new proposals and / or all relevant or useful information related to daytoday activities
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Build and maintain solid relationships with internal business partners acting as a link to those groups
Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

Requires expertise in a variety of sales related activities to provide advice on transactions and product features to customers and / or internal partners
Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity / risk
Gathers and analyzes data to identify and to help solve complex problems
Uses sound judgement and understanding of process/policy risk when 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 proc