Cash Management Service Officer

TD Bank; London; On-site; CAD 47,000 - 67,000; Full time

Job summary

TD Bank in London, Ontario, is seeking a Cash Management Services Officer to deliver superior customer experiences and support profitable growth through deposit and cash management solutions. The CMSO role focuses on LEI achievement, product knowledge, and cross-functional collaboration within TD.

The position emphasizes proactive client engagement, internal partner support, and the implementation of new cash management products and services to drive business outcomes.

Responsibilities

• 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 description

Work Location:

London, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$47,200 - $66,600 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

• 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.

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

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 pr