Cash Management Service Officer

2 weeks ago

Surrey, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**
- The Cash Management Service Officer (CMSO) position is found in large Commercial Ag Services Centres in which volumes warrant a dedicated resource for Deposit and Cash Management administrative matters. The CMSO reports to the Sales Manager of Cash Management. This position is accountable to deliver a superior customer experience, support profitable business growth and achieve The Quest.
- The CMSO provides support to the Managers Cash Management (MCMs) and the business banking clients across the multiple Commercial Banking Centers (CBC)
- Identify additional business opportunities for existing customers and advise the Manager Cash Management (MCM) or Relationship/Account Manager as appropriate.
- Build new relationships and deepen existing customer relationships by consistently following the Business Banking Relationship Methodology.
- Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank.
- Prepare, follow, and track appropriate documentation to support implementation of deposit and cash management products and services.
- Act as a first point of contact for ongoing customer cash management questions and concerns, resolving them where possible, and communicating to the MCM, Relationship/Account Manager, etc. as appropriate.
- Providing training to customers for new products sold
- Cross-sell products and services to existing and new customers to maximize revenue/profit and retention of business banking customer relationships.
- Develop and maintain understanding of deposit and cash management pricing models/concepts.
- Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.
- Assist in preparation of pricing submissions where exception pricing is required.
- Prepare and support Managers Cash Management (MCMs) 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 workspace
- Strong oral and written communications skills are essential
- Position requires an individual who is passionate about providing superior customer service and enjoys engaging in client-focused conversations
- Should be resourceful, have strong organizational skills and work successfully with mínimal supervision in a fast paced, high-volume environment
- Must possess the ability to multitask
- Will work closely in a team environment in order to meet individual and team driven benchmarks.
- Should be conscientious and detail oriented in order to mitigate any risk to the bank.
- Must demonstrate the ability to be resourceful and proactive in their approach to Partner Problem Resolution and overall position responsibilities
- Solid Knowledge of Microsoft Office required
- Customer service and banking experience are an asset
- Ability to take ownership of a situation
- 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 objective
- Build and maintain solid relationships with our business partners acting as a link to those groups profitable business growth, and achievement of The Quest

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- Cash Management

**Job Category - Primary**
- Commercial Banking

**Job Category(s)**
- Commercial Banking

**Hours**
- 37.5

**Business Line**
- TD Commercial Banking

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- British Columbia

**City (Primary)**
- Surrey

**Work Location**
- 10435 King George Vi Boulevard

**Job Expires**
- 21-Mar-2023

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