Customer Service Officer, Commercial Banking - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

406669BR

Commercial Banking

Toronto, ON

April 19, 2023

Company Overview

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 Description:

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.

This position is accountable to deliver legendary customer experience and support profitable business growth.

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.

- "Deliver the Bank" to our customers by identifying, recommending, introducing and referring appropriate TDBG Business Partners and Products to existing and new customers to maximize revenue/profit and retention of relationships.

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:

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
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and uptodate about the status / progress of requests and / or all relevant or useful information related to daytoday activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Contribute to a fair, positive and equitable en