Customer Service Officer II, NREG

Kibbi Technologies Inc.; Calgary; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD is hiring in Calgary for a Customer Service role within Personal & Commercial Banking. This full-time position offers 37.5 hours per week and a pay range of CAD 52,700 to 74,400.

You will assist customers, coordinate with partners, and deliver legendary service while supporting day-to-day banking needs and credit administration tasks.

Join a team focused on growth, skill development, and delivering simple, human banking experiences.

Qualifications

• Undergraduate degree
• 1+ years of related experience
• Excellent communication and customer service skills

Responsibilities

• 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

Education

Undergraduate degree

Job description

Work Location:
Calgary, Alberta, Canada

Hours:
37.5

Line of Business:
Personal & Commercial Banking

Pay Details:
$52,700 - $74,400 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:

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.
• Assist RM/AM with obtaining/compiling all supporting documentation required
  to complete credit applications and process funding requests. Prepare
  reminder, follow-up and default letters and follow up on outstanding security
  documentation.
• 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 and 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

BREADTH & DEPTH

• Requires specialized expertise to provide complex transaction/ product
  feature advice and guidance to customers
• Requires specialized skills and expertise in a range of products, services,
  concepts and processes and could be characterized by moderate - high
  complexity / risk
• Acts as an account and credit administration process/ product expert to
  customers and/or internal partners
• Identifies complex problems and formulates the most appropriate solution
• Uses insights into how the customer or sales team integrates with other teams
  to coordinate efforts and resources to achieve shared objectives
• Has direct impact on the quality of the duties performed, or services
  provided, to the sales team and the unit supported
• Implements sales and customer service procedures and approaches to complete
  work
• Requires tact to exchange ideas and customer information in a concise and
  logical way; handling of sensitive customer information and resolution of
  exceptions
• Generally, reports to a Lead CSO or MCC or MCS

EXPERIENCE & EDUCATION

• Undergraduate degree
• 1+ years of related experience

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth
largest bank in North America by branches/stores. Every day, we strive to make
every interaction, product, and experience remarkably human and refreshingly
simple for over 27 million households and businesses in Canada, the United
States and around the world. More than 95,000 TD colleagues bring their skills,
talent, and creativity to foster deeper relationships, ensure disciplined
execution, and build a simpler, faster banking experience. TD is deeply
committed to being a leader in client experience, that is why we believe thatall colleagues, no matter where they work, are client facing. Together, we are
reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues tohelp them and their families achieve their financial, physical, and mentalwell-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td

Additional Information:

We’re delighted that you’re considering building a career with TD. Throughregular development conversations, training programs, and a competitive benefitsplan, we’re committed to providing the support our colleagues need to thriveboth at work and at home.

Please be advised that this job opportunity is subject to provincial regulationfor employment purposes. It is imperative to acknowledge that each province orterritory within the jurisdiction of Canada may have its own set of regulations,requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certainskills, we want to help you succeed. You’ll have regular career, development,and performance conversations with your manager, as well as access to an onlinelearning platform and a variety of mentoring programs to help you unlock futureopportunities.

If you’re passionate about helping clients and building deep, lastingrelationships, TD offers diverse career paths where you can grow your expertiseand make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverseperspectives are valued, everyone has fair opportunities to grow, and you canunlock your full potential to achieve your career goals. Here at TD, we hire anddevelop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve goteverything you need to succeed in your new role.

Accommodation

Your accessibility is important to us. Please let us know if you’d likeaccommodations (including accessible meeting rooms, captioning for virtualinterviews, etc.) to help us remove barriers so that you can participatethroughout the interview process.