Lead Customer Service Officer- Ag Services - Edmonton, Canada - TD Bank

TD Bank

Verified Company

Edmonton, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

413763BR

Commercial Banking

Edmonton, AB

July 11, 2023

Company Overview

Department Overview

TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network, telephone, internet banking, and 'TD Green Machine' automated banking machines

Job Description:

The Lead Customer Service Officer (Lead CSO) Agriculture Banking is a position that will be accountable for leading a group of CSO's who provide support to our Agriculture Relationship/Account Management teams.

The incumbent will require background knowledge that will enable them to support credit management practices in the Ag Bank and create effective working relationships with MOCs.

The Lead CSO position will report to the AVP Agriculture Credit

Requirements:

ACCOUNTABILITY TO THE SHAREHOLDER - 15%

Ensure CSO support is maximized for RMs, Analysts, and AMs in credit administrative matters.
Ensure CSOs actively contribute to sales results by: identifying potential sales opportunities when interfacing with customers and when performing internal duties; "warming up" referrals by asking questions to better establish specific needs of the customers; and referring opportunities to the appropriate person/area for followup and closing.
Assist with building new relationships and deepening existing customer relationships

ACCOUNTABILITY TO CREDIT & OPERATIONAL RISK - 40%

Ensure that CSOs provide effective credit administration for their portfolios both within the Unit, and by interfacing with other parts of TDBFG and with customers.
Ensure that CSOs obtain/compile all the supporting documentation that other positions require for writing credits; prepare followup documents such as DOFAs and default letters, etc.
Ensure that CSOs partner with administrative support groups such as MOCs to facilitate their functions such as inputting credits, making payments, issuing L/Cs, etc.
Follow, and ensure CSOs are knowledgeable of and comply with, Bank and Industry Codes of Conduct.

ACCOUNTABILITY TO THE CUSTOMER - 25%

Contribute and champion the Unit's LEI improvement activities.
Resolve service issues to deliver a positive customer experience.

ACCOUNTABILITY TO THE TEAM - 20%

Act as Branch Liaison between internal bank partners such as MOCs.
Completion of unit ancillary duties such as, but not limited to branch accounting, access requests, BCM, SAR, etc.
Build/maintain a productive relationship with MOCs, acting as a branch link to that group.
Be an integral part of the Unit by being an effective team player.
Take responsibility for own developmental needs.
Lead and develop a highly effective and respected team of Business Banking professionals by recruiting, training and providing coaching and guidance on career/professional development and conducting ongoing feedback to support the Bank's focus on building talent for the future.

Additional Information

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
Strong Knowledge of Microsoft Office required
Ability to take ownership of a situation

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.