Banking Client Services Specialist - Onboarding

TD

Calgary

On-site

CAD 53,000 - 74,000

Full time

8 days ago
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Job summary

TD is seeking a Customer Service Officer in Calgary, Alberta to support Relationship Managers and Account Managers in delivering superior service and onboarding new customers. You will act as a first point of contact for day-to-day inquiries, coordinate with partners across TD business lines, and help drive customer satisfaction and revenue retention.

With an undergraduate degree and 1+ years of related experience, you will follow TD's processes to ensure compliant, effective service and

Qualifications

  • Undergraduate degree.
  • 1+ years of related experience.

Responsibilities

  • Meet or exceed CSO LEI target and ensure the unit meets or exceeds its LEI target.
  • Deliver legendary service at every interaction and coordinate with TD partners to fulfill customer requests.
  • Assist Relationship Managers/Analysts and Account Managers with day-to-day needs and onboarding of new customers.
  • Provide effective credit administration support and ensure compliance with TD policies.

Education

Undergraduate degree

Job description

TD is seeking a Customer Service Officer in Calgary, Alberta to support Relationship Managers and Account Managers in delivering superior service and onboarding new customers. You will act as a first point of contact for day-to-day inquiries, coordinate with partners across TD business lines, and help drive customer satisfaction and revenue retention.

With an undergraduate degree and 1+ years of related experience, you will follow TD's processes to ensure compliant, effective service and

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