Customer Service Officer I, Business Banking in Nanaimo

**Lieu de travail :** Nanaimo, Colombie-Britannique, Canada

**Horaire :** 37.5

**Secteur d'activité :** Services bancaires personnels et commerciaux

**Détails de la rémunération :** $45,300 - $63,900 CAD

La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l'expérience collègue à la TD.

**Description du poste :** 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.
• 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.
• 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.
• Assist RM/AM with obtaining/compiling all supporting documentation required to complete credit applications and process funding requests.
• 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.
• **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 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.
• **EXPERIENCE & EDUCATION**
• High school education; undergraduate degree preferred.
• 1+ years of related experience.

La TD est un chef de file mondial dans le secteur des institutions financières. Elle est la cinquième banque en importance en Amérique du Nord de par son nombre de succursales. Chaque jour, nous nous efforçons de rendre chaque interaction, chaque produit et chaque expérience remarquablement humaine et agréablement simple à plus de 27 millions de ménages et d'entreprises au Canada, aux États-Unis et partout dans le monde.

Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d'autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d'épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance.

Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d'aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C'est d'ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d'avantages sociaux concurrentiel.

Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d'intégration et de formation.

L'accessibilité est importante pour nous. N'hésitez pas à nous faire part de toute mesure d'adaptation dont vous pourriez avoir besoin pour participer sans entraves au processus d'entrevue.