Work Location:

Markham, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$59,500 - $84,000 CAD

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 candidate's 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:

Job Description:

Cash Management Services (CMS) in Small Business Banking ("SBB") is responsible for delivering and managing the tools that our business customers rely on to issue and receive payments and manage their cash flow. Our team is crucial in supporting customers seeking Cash Management products and services.

Currently, our services are accessible via Web Business Banking as well as TDBC and include products such as Wire Payment, Electronic Funds Transfer services, Express Deposit and Remote Deposit Capture.

This position is responsible for facilitating a quality referral queue as well as setting up new cash management products and services for the Small Business Banking segment. The team reports directly to the Team Manager of CMS Sales & Operations. The incumbent should be a detailed oriented individual that can easily follow complicated procedures and execute with speed & efficacy.

Job Requirements:

Business Operations :

• Monitor and manage the team inbox for partner requests seeking exceptions to onboarding policy, complete the mandatory risk assessments and submit through the exception approval process
• Efficiently manage the referral pipeline ensuring all unqualified referrals are assessed for potential eligibility for exception criteria, all approved exceptions are moved to next stage and all activity is tracked correctly in Salesforce
• Review incoming requests from Sales team for new set-ups, complete service/product set-ups and ensure timely delivery of new onboarding requests
• Meet individual and team goals for SLA and first time right
• Ensure clear and concise messages are on all forms of communication (emails, verbal, etc.) to our Partners & Clients alike
• Identify any blockers for efficient onboarding process and escalate for successful resolution
• Identify process improvement opportunities and recommend realistic and actionable ideas to increase sales & operational effectiveness

Additional Information:

• A minimum of three years of experience in operational or customer service within financial industry

• Exceptional customer service skills and the ability to multitask and solve problems

• Strong attention to detail with ability to stay organized in a shared work environment

• Strong written, verbal and listening skills

• Strong knowledge of KYC/KYB process for business banking customers

• An enthusiastic team player to support the larger team with operational excellence

• Cash Management knowledge and/or Call Centre experience is a strong asset

• Proficiency with Excel would be an asset for this role

• Bilingual French is preferred, but not mandatory

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/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 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.

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:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re 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 you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 we’re committed to helping you identify opportunities that support your goals.

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

Interview Process
We’ll 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 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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet