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customer service adviser
Title posted on CareerBeacon - Customer Service Officer I - Business Banking
Posted on October 06, 2024 by Employer details TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:CUSTOMERMeet 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 businessSHAREHOLDERSupport Relationship Managers/Analysts and Account Managers in credit administrative mattersAssist in building new relationships and deepening existing customer relationships by consistently following the Business Banking Relationship MethodologyAct 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 relationshipsActively 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 requiredProvide 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 ConductEMPLOYEE / TEAMParticipate 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 interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of requests and / or all relevant or useful information related to day-to-day activitiesContribute to the success of the team by wi- LocationSaskatoon, SK
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2114354
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