Customer Service Officer II TDEF

Work Location:

Hours:

Line of Business:

Pay Details:

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 candidates 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:

TD Equipment Finance (TDEF) Customer Service Officer (CSO) provides support to the Operations and Sales teams at TDEF by managing various customer service requests ensuring accuracy completeness and adherence to TDEF requirements.

The position is accountable to deliver superior customer experience ensure compliance with policies & procedures and help achieve profitable business growth.

Accountable to Credit and Operational Risk

Reporting to the Portfolio Management Manager TD Equipment Finance (TDEF) this position is responsible for completing various documentation tasks post-disbursement and material modification remediation.

• Coordinating documenting and initiating the Canadian registration security lien process for a variety of commercial lease and loan documentation products for equipment financing per post-disbursement needs.
• Managing transactions with vendors customers creditors and Sales Managers securing necessary transaction documentation preparing documents and ensuring a smooth booking process.
• Assisting in identifying viable solutions to complete due diligence analysis for transaction reviews while directly interfacing with internal and external TDEF Customers.
• Calculating and executing payout quotes balance confirmations payment histories and customer inquiries for payment updates and account statuses
• Ensuring the perfection of a security interest for collateral and complying with company and provincial policies
• Acting as a liaison between Sales Managers Commercial Teams and Customer Service.
• Review and remediate data migration solve for interest rate balance variances fix and train to provide solutions for data accuracy

Minimum Qualifications:

• 2 years business experience
• Excellent project management skills
• Excellent Microsoft Word and Excel skills
• Ability to navigate multiple computer systems applications and search tools to findinformation
• Strong attention to detail and accuracy skills
• Ability to work independently proactively innovatively while exercising sound judgment and support the team for high-volume requests
• Effectiveorganizational multi-tasking and prioritizing skills
• Ability to work in a fast-paced deadline-driven environment but with a team-spirited attitude

Preferred Skills:

Fully bilingual (written / spoken) French and English

Who We Are:

TD is one of the worlds 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 95000 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 that all 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 to help them and their families achieve their financial physical and mental well-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

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

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

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):