Cash Management Service Officer

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. In smaller Units, the accountabilities may be domiciled in a split CMSO/Commercial Services Officer position. The CMSO reports to the Manager Cash Management. This position is accountable to deliver a superior customer experience, support profitable business growth, and achieve The Quest. Responsibilities 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. Maintain 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. 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, that is why we believe that all colleagues, no matter where they work, 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’ve got 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 to 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 We’re 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’ll 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. Language Requirement (Quebec Only) Sans Objet #J-18808-Ljbffr