Job Title

Overview Location: Calgary Alberta Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $47,200 - $66,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. 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. Responsibilities 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 day-to-day administrative needs, questions and concerns; resolve where possible and communicate to the RM or AM as appropriate. Develop a network of contacts across TD to continuously improve knowledge and ability to service customers. Deliver the Bank to our customers by identifying, recommending, introducing and referring appropriate TD 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 customers 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 cross-selling 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 TD 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 bank. Assist RM / AM with obtaining / compiling all supporting documentation required to complete credit applications and process funding requests. Prepare reminder, follow-up and default letters and follow up on outstanding security documentation. 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 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. 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; 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 up-to-date about the status / progress of requests and / or all relevant or useful information related to day-to-day 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 environment that supports a diverse workforce. 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 account and credit administration related activities to provide customers with support and advice. Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity / risk. Provides subject matter guidance to customers and / or internal partners. Uses sound judgement and understanding of process / policy risk when fulfilling requests, 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 processes and solutions to improve the efficiency of the team. Evaluates and communicates unusual and / or complex content in a clear manner; handles sensitive information and escalated matters. Generally reports to a Lead CSO or MCC or MCS. EXPERIENCE & EDUCATION High school education; undergraduate degree preferred. 1 year of related experience. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience; all colleagues are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you have years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations, mentorship and training programs we're here to support you towards your goals. As an organization we keep growing and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition programs. Learn more Additional Information Were delighted that you're considering building a career with TD. Through regular development conversations, training programs and a competitive benefits plan we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements. Colleague Development If you're interested in a specific career path or are looking to build certain skills we want to help you succeed. You'll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We will reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet Required Experience: Unclear Seniority Key Skills: Beauty And Fashion, EMC, Jewellery, Arabic English Translation, Business Analytics Employment Type: Full-Time Experience: years Vacancy: 1 Monthly Salary: Salary : 47200 - 66600 #J-18808-Ljbffr