Work Location : Halifax, Nova Scotia, Canada

Hours : 37.5

Line of Business : Personal & Commercial Banking

Pay Details : $45,300 - $63,900 CAD

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

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
- Perform a variety of clerical duties to support an effective and effective departmental function
- Participate in personal performance management and development activities, including cross training within own team

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
- Recommends modifications to existing sales or customer service processes and solutions to improve the efficiency of t

📌 Customer Service Officer I (Halifax Regional Municipality)
🏢 TD Bank
📍 Halifax Regional Municipality