Intern Customer Service Officer I

2 months ago

Guelph, Canada TD Bank Full time

402403BR

Commercial Banking

Guelph, ON

March 9, 2023

Company Overview

Department Overview

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. 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 TDBG 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 TDBFG.
- 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 **a**nd attestations within required timelines.
- Be knowledgeable of and comply with Bank and Industry Codes of Conduct

**Requirements**:
**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. 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

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