Lead Customer Services Officer I

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:

The Cash Management Services in Business Banking is responsible to deliver and manage tools that Business Banking customers use to issue and receive payments and manage their cashflow. Examples of these services include Web Business Banking (our on-line business banking platform) Wire Payment Remote Deposit Captureand Electronic Funds Transfer services etc.

CMS consists of a Sales and Onboarding team and a day-to-day Support team for the entire suite of Cash Management Products to all segments including Small Business Banking Commercial Banking Commercial National Accounts and Corporate Accounts. CMS provides an 8:00 AM to 8:00 PM EST Monday to Friday service support in a Call Centre environment.

Job Description :

This position is responsible for the efficient Sales of all cash management products and services for the Small Business Banking segment. The team reports directly to the Team Manager CMS Sales and Onboard/ incumbent should be an energetic self-starter with goodcommunication skills a proven track record for telephone sales and be able to interact withvarious stakeholders clients individual will work closely together with the TDCT SBB Sales Force and the end customer to ensure referrals are turned into successful sales in atimely manner.

Job Requirements :

Customers:

• Excellent organization skills to Sell Support and Onboard a range of Cash Management products
• Strong negotiation skills to effectively manage sales conversations
• A highly motivated individual who is a self-starter with exceptional telephone quality sales skills
• An independent self-managed professional who enjoys developing new sales opportunity in a fast-paced competitive environment
• Liaise with the Cash Management Product group in review of non-standard customer requirements thus ensuring the proper approvals are in place and onboarding is compliant
• As part of the implementation process ensure clients are fully educated and trained on product functionality and support contacts for Cash Management Products
• Ensure clear and concise messages are on all forms of communication (emails verbal etc.) to our Partners & Clients alike

Business Operations:

• Meet individual and team Sales goals
• Coordinate the timely completion of onboarding to contribute to revenue growth
• Identify product cross selling opportunities
• Thorough understanding of Products and Procedures
• Ensure accurate billing for all implementations
• Identify process improvements ideas and recommend realistic and actionable ideas and where possibly lead and participate in the PI opportunity that will improve the process

Additional Information :

A minimum of 3 years of proven Telephone Sales experience is mandatory for success in this role

• Excellent relationship management skills with the proven ability to negotiate and influence others
• Ability to think strategically and develop tactical initiatives that support the Business Bank
• Cash Management knowledge and/or Call Centre experience is a strong asset
• The successful candidate will possess exceptional customer service skills and a passion for sales
• Must be able to multi-task and demonstrate strong problem solving skills
• You must exhibit excellent attention to detail and the ability to accurately process work
• Strong written verbal and listening skills are essential for this position as well as a proven sales record
• Candidates must be enthusiastic team player and willing to take an active role in campaigns and business building initiatives
• Bilingualism in both English and French would be preferred and considered an asset for this role

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 deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

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):