Lead Customer Services Officer II

TD; Montreal; On-site; CAD 65,000 - 99,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Lead Customer Services Officer II to manage lease and loan transactions and provide exceptional customer service. The ideal candidate has over 5 years of equipment finance experience and is bilingual in French and English. This role offers a competitive salary range of 65,600–98,400 CAD and comprehensive benefits.

Benefits

Career development opportunities

Comprehensive benefits package

Qualifications

• 5+ years Equipment Finance experience required.
• Strong knowledge of financing structures.
• Ability to coordinate a high volume of transactions.

Responsibilities

• Book and fund Lease and Loan transactions.
• Collaborate with Operations and Credit departments.
• Deliver exceptional customer service.

Skills

Equipment Finance experience

Bilingual in French and English

Attention to detail

Strong communication

Microsoft Office skills

Education

College or University degree

Job description

Overview

Lead Customer Services Officer II – TD Equipment Finance (TDEF) – Montreal, Quebec, Canada. 37.5 hours per week. TD is committed to fair and equitable compensation opportunities; base pay offered varies by candidate’s skills, experience, and location. The role reports to the Manager Audit – TD Equipment Finance (TDEF).

Responsibilities

• Book and fund Lease and Loan transactions in TDEF’s book of record (EKIP), ensuring compliance with TD Bank policy and procedures.
• Leverage software applications to ensure timely and accurate processing of transactions; maintain knowledge of T-Value, PPSA / RDPRM requirements, and AML / KYC procedures.
• Review standard / complex documentation for accuracy; verify Insurance coverage aligns with bank / credit conditions; ensure Vendor / Client banking details are compliant; validate EKIP inputs prior to booking and prepare wires to initiate funding.
• Review PPSA / RDPRM registrations for accuracy / perfection; obtain and execute waivers as required.
• Collaborate with Operations and Credit departments to facilitate transactions and resolve issues; participate in Special Projects as assigned.
• Deliver exceptional customer service; pursue cross-training; participate in performance management processes (reviews, feedback, coaching) and development discussions.
• Contribute to a positive, diverse workplace; assist with administrative tasks as needed; maintain attention to detail and align with Bank and Industry Codes of Conduct.

Qualifications

• 5+ years Equipment Finance experience required.
• College or University degree preferred.
• Bilingual in French and English.
• Independent, self-sufficient with decision-making within DLs; strong knowledge of financing structures and ability to coordinate a high volume of transactions daily.
• Strong attention to detail (accuracy targets), organizational procedures / policies, and leadership potential to mentor junior staff.
• Excellent oral and written communication; strong time management; ability to multitask and work in a collaborative team environment.
• Solid Microsoft Office skills.

Additional Information

Work Location: Montréal, Quebec, Canada; Hours: 37.5; Line Of Business: Personal & Commercial Banking. Compensation details: 65,600–98,400 CAD; base pay may vary by factors including location and experience. TD total rewards, development, and onboarding are provided. TD may require provincial regulatory compliance for employment in Canada.

About TD

TD is a leading global financial institution, focused on delivering customer experiences and supporting communities. TD invests in career development, mentorship, and training to help colleagues grow within the organization. TD offers a Total Rewards package including base salary, variable compensation, benefits, and opportunities for career development.

Interview Process & Accommodation

We will reach out to candidates of interest to schedule interviews. TD provides accommodations upon request to facilitate participation in the interview process.