Customer Service Officer I - Montréal, Canada - TD Bank

TD Bank

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

418089BR

Commercial Banking

Montreal, QC

August 30, 2023

Hours

37.5

Workplace Model

Hybrid

Pay Details

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 that's 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 Details

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
Crosssell 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 followup and default letters; followup 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 clientfocused conversations
Should be resourceful, have strong organizational skills and work successfully with mínimal 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
Solid Knowledge of Microsoft Office required.
Customer service and banking experience are an asset
Ability to take ownership of a situation

Additional Information

his position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more lik