Cash Management Service Officer

1 week ago


Montreal administrative region, Canada TD Securities Full time

Job Details Work Location: Montréal, Quebec, 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 candidate's 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 Cash Management Services Officer (CMSO) position is found in large Units in which volumes warrant a dedicated resource for deposit and cash management administrative matters. Identify additional business opportunities for existing customers and advise the Manager, Cash Management (MCM), Relationship/Account Manager as appropriate. Respond promptly and effectively to service inquiries, concerns, and complaints from Banking partners, with the ability to: Resolve servicing issues and reduce business and client impact with managerial direction as required. Analyze situations and present sound recommendations and decisions to overcome any obstacles and escalating if required. Facilitate decision making processes by providing timely, meaningful, and easily available data. Maintains up-to-date knowledge and understanding of relevant Cash Management products, processes, and policies. Build new relationships and deepen existing customer relationships by consistently following the Commercial Sales methodology. Cross-sell products and services to existing and new customers to maximize revenue/profit and retention of relationships. Support shadow portfolio goals and documentation in CARMA. Develop and maintain understanding of pricing models/concepts such as Pricing Options Worksheet (POW), the Relationship Activity Profile (RAP), and the Customer Account Transaction System (CATM). Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals. Assist in the preparation of presentations to clients for Manager, Cash Management, Relationship/Account Managers, and Manager Business Development. Assist in preparation of Pricing Committee submissions where exception pricing is required. Support MCM, Relationship/Account Managers by gathering non-credit profitability data to support account planning and relationship review activities by leveraging Deposit and Cash Management pricing reports to identify re-pricing and cross-sell opportunities. Job Requirements Embrace and promote a positive environment that supports a diverse workplace. Actively participate in the performance management process including performance reviews, feedback, and coaching sessions as well as performance and development discussions. Seek knowledge both formal and informal in line with PDP objectives. Build and maintain solid relationships with our business partners (CCSC, CAS, BSC, Branch network) acting as a link to those groups, profitable business growth, and achieve The Quest. Benefits Our Total Rewards package 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. 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. #J-18808-Ljbffr



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