Customer Service Officer I

2 weeks ago

Vancouver, Canada TD Bank Full time

**TD Description**

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

**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

**Job Requirements**

**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
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- 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 requests and / or all relevant or useful information related to day-to-day activities
- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- 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 account and credit administration related activities to provide customers with support and advice
- Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity / risk
- Uses sound judgement and understanding of process/ policy risk when fulfilling requests, 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
-

  • Customer Service Specialist

    5 days ago

    Vancouver, Canada Lifetouch Full time

    **Description** At Lifetouch (part of the Shutterfly family of brands), we believe there is extraordinary power in the self-expression. Built on the tradition of "Picture Day", Lifetouch has captured the unique personalities of children and families for more than 85 years. Be part of our amazing team in a key role as an _Account Specialist!_ As an Account...

  • Graduate Marine Structural Engineer at Worley

    2 weeks ago

    Vancouver, Canada U of I Full time

    You are viewing a preview of this job. Log in or register to view more details about this job. Advisian – the consulting arm of Worley. Be part of the solution.  The dual challenge of supplying energy to a growing population, while addressing the risks of  climate change , is one of the greatest challenges the world is facing today. The energy...

  • Graduate Marine Structural Engineer at Worley

    2 weeks ago

    Vancouver, Canada U of I Full time

    You are viewing a preview of this job. Log in or register to view more details about this job. Advisian – the consulting arm of Worley. Be part of the solution.  The dual challenge of supplying energy to a growing population, while addressing the risks of  climate change , is one of the greatest challenges the world is facing today. The energy...

  • Graduate Marine Structural Engineer at Worley

    2 weeks ago

    Vancouver, Canada U of I Full time

    You are viewing a preview of this job. Log in or register to view more details about this job. Advisian – the consulting arm of Worley. Be part of the solution.  The dual challenge of supplying energy to a growing population, while addressing the risks of  climate change , is one of the greatest challenges the world is facing today. The energy...

  • Customs Client Service Representative

    4 days ago

    Vancouver, Canada Reliable Logistics Full time

    **JOB DESCRIPTION** **JOB TITLE**:Customs Client Service Representative **DEPARTMENT**: Customs **REPORTS TO**:Director of Customs **JOB TYPE**: Full Time **HOURS**: 9 am - 5 pm (Flexible I Remote I Hybrid) **OVERTIME STATUS**: When required **FUNCTIONAL SUMMARY**: The Customs Client Services Representative is a highly motivated and detailed oriented...

  • Graduate Marine Structural Engineer at Worley

    Found in: Jooble CA O C2 - 2 weeks ago

    Vancouver, BC, Canada U of I Full time

    You are viewing a preview of this job. Log in or register to view more details about this job. Advisian – the consulting arm of Worley. Be part of the solution. The dual challenge of supplying energy to a growing population, while addressing the risks of climate change , is one of the greatest challenges the world is facing today. The energy...

  • Customer Service

    7 days ago

    Vancouver, Canada Revolucion Cigar & Fine Gifts Full time

    **The Position** Several opportunities exist for full-time or part-time, permanent Retail Customer Service Specialists. **Our Company** Revolucion is a well-established tobacconist and fine gifts shop located in the heart of Yaletown in Vancouver. We are part of a small but growing group of companies offering extensive opportunities for you to grow with...

  • Office Services and Facilities Assistant Manager

    5 days ago

    Vancouver, Canada Recruiting In Motion - Eastern Ontario Full time

    NOTICE: There has been an increase in online scammers falsely representing recruiting and staffing agency representatives, including Recruiting in Motion professionals. At RIM, we never request payments or personal information via unsolicited messages. Please be diligent and avoid clicking on unverified links and, if in doubt, contact us directly.Office...

  • Office Services and Facilities Assistant Manager

    5 days ago

    Vancouver, Canada Recruiting In Motion - Eastern Ontario Full time

    NOTICE: There has been an increase in online scammers falsely representing recruiting and staffing agency representatives, including Recruiting in Motion professionals. At RIM, we never request payments or personal information via unsolicited messages. Please be diligent and avoid clicking on unverified links and, if in doubt, contact us directly.Office...

  • Office Services and Facilities Assistant Manager

    5 days ago

    Vancouver, Canada Recruiting In Motion - Eastern Ontario Full time

    NOTICE: There has been an increase in online scammers falsely representing recruiting and staffing agency representatives, including Recruiting in Motion professionals. At RIM, we never request payments or personal information via unsolicited messages. Please be diligent and avoid clicking on unverified links and, if in doubt, contact us directly.Office...

  • Customer Service Coordinator

    2 weeks ago

    Vancouver, Canada Alsco Full time

    Classification: Non-Exempt Job Summary: The Customer Service Coordinator (CSC) drives customer loyalty through response to inbound customer calls and proactive outbound calls. The CSC coordinates the flow of information to and from the Service Department and follows up with customers to ensure satisfactory resolution. Performs other duties as required and...

  • Customer Service Manager

    2 weeks ago

    Vancouver, Canada Gate Gourmet Full time

    We’re looking for motivated, engaged people to help make everyone’s journeys better. What we’re looking for: We’re seeking a dynamic professional who has a passion for customer service. A charismatic problem solver who can be a key point of contact for our customers and one who acts as a liaison to ensure our customer’s expectations are...

  • Customer Service Clerk

    2 weeks ago

    Vancouver, Canada Active Chi Enterprise Ltd Full time

    Education: Secondary (high) school graduation certificate - Experience: Will train **Tasks**: - Answer written and oral inquiries - Access and process information - Address customers' complaints or concerns - Answer inquiries and provide information to customers - Arrange for refunds and credits - Explain the type and cost of services offered - Issue...

  • Customer Care Officer

    7 days ago

    Vancouver, Canada Concord Pacific Developments Inc. Full time

    Concord Pacific Developments Inc. is Canada’s largest master-planned community builder. It was formed in 1987 to develop Concord Pacific Place on the former Expo lands in downtown Vancouver, Canada. Concord has not only transformed the Concord Pacific Place Vancouver skyline, the Group has also built the second largest master-planned community, Concord...

  • Appliance Service Technician

    2 days ago

    Vancouver, Canada Priority Appliance Service Full time

    Priority Appliance Service is looking for skilled Appliance Repair Technicians that can deliver exceptional customer service while also standing behind the quality of their work. As an Appliance Repair Technician with Priority Appliance Service, you will make good use of your problem-solving and people skills to quickly diagnose and repair major home...

  • Chief Customer Officer

    2 days ago

    Vancouver, Canada Alida Full time

    Vancouver, BC, Canada Full Time Customer Success Senior Executive **Chief Customer Officer** Reporting directly to the CEO, as CCO you will lead a global, high performing team of customer success professionals, and work closely with customers across verticals, including media, tech, retail, CPG, healthcare and finance. Alida provides multiple service...

  • customer service clerk

    Found in: Talent CA 2 C2 - 1 week ago

    Vancouver, Canada Active Chi Enterprise Ltd Full time

    Education: Secondary (high) school graduation certificateExperience: Will trainTasksAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide information to customersArrange for refunds and creditsExplain the type and cost of services offeredIssue receipts and other formsObtain and examine all relevant information...

  • customer service clerk

    Found in: Talent CA 2 C2 - 1 week ago

    Vancouver, Canada Active Chi Enterprise Ltd Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide information to customersArrange for refunds and creditsExplain the type and cost of services offeredIssue receipts and other formsObtain and examine all relevant information...

  • Ceramics Studio Assistant

    6 days ago

    Vancouver, Canada U Paint I Fire Full time

    **Job Summary**: U Paint I Fire is a ceramic studio in the vibrant community of Kitsilano, in Vancouver, BC. We have been in the business for over 24 years and are growing rapidly. Our customers are very satisfied with our business and we are often seen as a must-go for any locals and tourists who are seeking an activity to do involving art and their...

  • Engineering Assistant I

    2 weeks ago

    West Vancouver, Canada District of West Vancouver Full time

    Located on the traditional, ancestral and unceded lands of the Musqueam, Squamish, and Tsleil-Waututh Nations West Vancouver is a vibrant community on the North Shore and home to parks, beaches, and to sports, recreation and arts amenities. Our dedicated staff deliver services, operate facilities and run the programs that enhance the well-being of our...