Customer Service Officer I
1 week ago
410196BR
Commercial Banking
Burnaby, BC
May 24, 2023
Company Overview
Department Overview
- TD Canada Trust is TD’s customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network, telephone, internet banking, and ‘TD Green Machine’ automated banking machines.**Job Description**:
The Customer Service Officer Commercial Banking provides support to one or more Account Managers in the CMB and CLB segments. The position reports to the Lead Customer Service Officer. This position is accountable to deliver a superior customer experience, support profitable business growth, and achieve The Quest.
Maximize support for Relationship Managers and Analysts in credit administrative matters
Actively contribute to sales results by identifying potential sales opportunities when interfacing with customers and when performing internal duties
Assist in building new relationships and deepening existing customer relationships
Cross-sell products and services to existing and new customers to maximize revenue/profit and retention of relationships
Actively use CARMA
Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.
Facilitate investment requests between customers and DirecTrade where required
Provide effective credit administration for the portfolio both within the Unit and by interfacing with other parts of TDBFG. Role includes direct contact with customers on some credit administrative matters such as obtaining Financial Statements and Accounts Receivable lists.
Obtain/compile all the supporting documentation that the Analyst requires for writing credits; prepare follow-up and default letters; follow-up on
Partner with administrative support groups such as the Credit Administration Services to facilitate their functions such as inputting credits, making payments, issuing Lines of Credit, etc.
**Requirements**:
- 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 situationHours
37.5
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.
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