Customer Service Officer I

TD•Montreal, QC

4d•CA$47,200 - CA$66,600•Onsite

About The Position

The Customer Service Officer Commercial Banking provides support to one or more Account Managers in the CMB/CLB segment. The position reports to the Manager Commercial Credit. This position is accountable to deliver a superior customer experience, support profitable business growth, and achieve The Quest. Maximize support for Relationship Managers and Analysts in credit administrative matters. Actively contribute to sales results by identifying potential sales opportunities when interfacing with customers and when performing internal duties Assist in building new relationships and deepening existing customer relationships. Cross-sell products and services to existing and new customers to maximize revenue/profit and retention of relationships Actively use CARMA Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals. Facilitate investment requests between customers and DirecTrade where required Provide effective credit administration for the portfolio both within the Unit and by interfacing with other parts of TDBFG. Role includes direct contact with customers on some credit administrative matters such as obtaining Financial Statements and Accounts Receivable lists. Obtain/compile all the supporting documentation that the Analyst requires for writing credits; prepare follow-up and default letters; follow-up on Partner with administrative support groups such as the Credit Administration Services to facilitate their functions such as inputting credits, making payments, issuing Lines of Credit, etc.

Requirements

Strong oral and written communications skills are essential
Position requires an individual who is passionate about providing superior customer service and enjoys engaging in client-focused conversations
Should be resourceful, have strong organizational skills and work successfully with minimal supervision in a fast paced, high volume environment.
Must possess the ability to multitask
Will work closely in a team environment in order to meet individual and team driven benchmarks.
Should be conscientious and detail oriented in order to mitigate any risk to the bank.
Must demonstrate the ability to be resourceful and proactive in their approach to Partner Problem Resolution and overall position responsibilities
Ability to quickly learn new systems and applications
Solid Knowledge of Microsoft Office required.
Customer service and banking experience are an asset
Ability to take ownership of a situation

Responsibilities

Maximize support for Relationship Managers and Analysts in credit administrative matters.
Actively contribute to sales results by identifying potential sales opportunities when interfacing with customers and when performing internal duties
Assist in building new relationships and deepening existing customer relationships.
Cross-sell products and services to existing and new customers to maximize revenue/profit and retention of relationships
Actively use CARMA
Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.
Facilitate investment requests between customers and DirecTrade where required
Provide effective credit administration for the portfolio both within the Unit and by interfacing with other parts of TDBFG.
Role includes direct contact with customers on some credit administrative matters such as obtaining Financial Statements and Accounts Receivable lists.
Obtain/compile all the supporting documentation that the Analyst requires for writing credits; prepare follow-up and default letters; follow-up on Partner with administrative support groups such as the Credit Administration Services to facilitate their functions such as inputting credits, making payments, issuing Lines of Credit, etc.