AddressHours37.5Workplace ModelOnsitePay Details
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Department OverviewThe National Real Estate Group (NREG) is a highly specialized segment within Business Banking primarily focused on providing financing for the development and/or construction of Real Estate. Job DetailsThe Cash Management Services Officer (CMSO) is a dedicated resource for deposit and Cash Management administrative matters. This position is accountable to deliver legendary customer experience while supporting the team in attaining the business unit's goals.The Cash Management Services Officer (CMSO) is a dedicated resource for deposit and Cash Management administrative matters. This position is accountable to deliver legendary customer experience while supporting the team in attaining the business unit's goals.
Job Accountabilities:
Shareholder
• Identify additional business opportunities for existing customers and advise the MCM, Directors, etc. as appropriate.
• Respond to opportunities to cross-sell products and services to customers.
• Develop and maintain understanding of pricing models/concepts such as Pricing Options Worksheet (POW).
• Through the use of the Pricing & Opportunity Reports, identify accounts to be analyzed. Where required, recommend appropriate action to
MCM such as pricing changes, interest rates, and product opportunities and upgrades.
• Assist in the preparation of presentations and proposals to clients/prospects for the Directors and MCM.
Credit & Operational Risk
• Prepare, follow-up and track appropriate documentation to support implementation of deposit and Cash Management products and services in
accordance with the Deposits and Cash Management Policies and Procedures.
• Conduct on going reviews of Cash Management documentation files to ensure they are complete, up to date and compliant with audit
requirements.
• Contribute to a satisfactory annual audit.
• Be knowledgeable of and comply with Bank and Industry Codes of Conduct. Customer
• Contribute to the Unit's CEI improvement activities.
• Follow best practice service standards.
• Maintain a working knowledge and understanding of deposit and Cash Management banking products and services.
• Develop a network of contacts within TD in order to improve knowledge and ability to service customers.
• Act as first point of contact for ongoing customer Cash Management & administrative questions and concerns, resolving them where possible,
and communicating to MCM, Directors, etc. as appropriate.
• Support by training clients in the use of Cash Management Services (telephone and/or at their offices)
• Assist Cash Management & credit teams in the resolution of customer concerns.
• "Deliver the Bank" by recommending, introducing and referring appropriate TD Partners and Products to clients Team
• Be an integral part of the Unit by being an effective team player.
• Take responsibility for own developmental needs.
• Provide recommendations for process improvements
• 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 Company OverviewOur Values
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. 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 95,000 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 you've 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, we're here to support you towards your goals. As an organization, we keep growing – and so will you.
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
Accommodation
Your accessibility is important to us. Please let us know if you'd 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.
How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you!
