Cash Management Service Officer

6 months ago

Toronto, Canada TD Bank Full time

**Cash Management Service Officer**:

- 417201BR

**Job Category - Primary**
- Commercial Banking

**Work Location**
- TD Centre - TD Tower - 66 Wellington Street West

**Employment Type**
- Regular

**City**
- Toronto

**Time Type**
- Part Time

**Province/State**
- Ontario

**Hours**
- 22.5

**Workplace Model**
- Hybrid

**Pay Details**

**Department Overview**
- The Cash Management Services Officer (CMSO) position is found in units in which volumes warrant a dedicated resource for deposit and cash management administrative matters. This position is accountable to deliver a superior customer experience and support profitable business growth.

**Job Details**

**CUSTOMER**
- Meet or exceed LEI target and be actively involved in ensuring the unit meets or exceeds its LEI target.
- Deliver exceptional service at every interaction and execute on plans to continuously improve the customer experience
- Maintain a working knowledge and understanding of deposit and cash management banking products and services
- Develop a network of contacts within TD in order to improve knowledge and ability to service customers.
- Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer’s business
- Act as first point of contact for ongoing customer cash management questions and concerns, resolving them where possible, and communicating to MCM, Relationship/Account Managers, etc. as appropriate
- Assist cash management team in the resolution of customer concerns.
- “Deliver the Bank” by identifying and referring appropriate TDBG Business Partners and Products
- CMSO is responsible for the implementation of new cash management products and services
- Provide training to customers for new products sold

**Job Requirements**

**SHAREHOLDER**
- Identify additional business opportunities for existing customers and advise the Cash Management Manager (MCM), Relationship/Account Manager as appropriate
- Prepare and 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
- Assist in preparation of Pricing Committee submissions where exception pricing is required.
- Assist in the preparation of presentations to clients for Manager, Cash Management, Relationship/Account Managers
- Develop and maintain understanding of pricing models/concepts
- Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology
- Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals.
- 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.
- Prepare, follow and track appropriate documentation to support implementation of deposit and cash management products and services
- 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
- 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 client request and new proposals and / or all relevant or useful information related to day-to-day activities
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Build and maintain solid relationships with internal business partners acting as a link to those groups
- 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 sales related activities to provide advice on transactions and product features to customers and / or internal partners
- Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity / risk
- Gathers and analyzes data to identify and to help solve complex problems
- Uses sound judgement and understanding of process/policy risk when 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 proc

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