Customer Service Officer II

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 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:

TD Equipment Finance (TDEF) Customer Service Officer (CSO) provides support to the Operations and Sales teams at TDEF by managing customer follow-up for insurance renewals, reviewing certificates for accuracy, completeness, and adherence to TDEF Insurance requirements.

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

Job Description:

• Update system platforms with insurance information and/or loan information as required, including releasing or discharging of insurance as balances reduce to zero

• Ensure insurance reporting and comments are completed accurately and within the designated timelines

• Manage the "To Be Obtained" (TBO) process for insurance certificates with TD partners, by contacting brokers and/or clients as needed

• Review insurance policy certificates for accuracy, completeness, and adherence to TDEF procedures and compliance rules

• Contribute to the achievement of satisfactory monthly audits

• Identify areas of risk and escalate emerging issues to the appropriate level

• Complete assigned duties accurately, with speed and within established Service Length Agreement (SLA) standards

• Manage insurance enquiries from customer, broker and TDEF team members as well as cancellations notices and province-specific insurance activities

• Support reward and recognition programs throughout the year by nominating peers and submitting award nominations

• Assist in certain administration tasks for the Montreal office, including ordering office supplies/items and the invoice payment system for items, reserving conference rooms, preparing mail bag for courier mail, help with returning computer laptops, and be the primary contact for service requests in the building for employee card access

Minimum Requirements:

• 2+ years' business experience

• Excellent project management skills

• Excellent Microsoft Word and Excel skills

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Strong attention to detail and accuracy skills

• Ability to work independently, proactively, innovatively while exercising sound judgment

• Effective organizational, multi-tasking, and prioritizing skills

• Ability to work in a fast-paced deadline-driven environment

Preferred Skills:

Fully bilingual (written / spoken) French and English

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 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 95,000 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:
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.

If you're 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.

We're 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 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):