Lead Customer Services Officer

Work Location: Burlington, 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

TDEF (TD Equipment Finance) is a leading Canadian specialized equipment financing business with the mandate support all parts of TD Bank in this product set. TDEF structures loans and leases to help clients grow their business and sources business from TD customers and directly across Canada.

Reporting to the Manager Audit – TD Equipment Finance (TDEF), this position is responsible for the booking and funding of Lease and Loan transactions in TDEF's book of record; EKIP, ensuring to adhere to compliance requirements in accordance with TD Bank's policy and procedures.

• Leverage proficiency of various software applications/programs to ensure timely and accurate processing of transactions; strong knowledge of T-Value & PPSA / RDPRM requirements and AML/KYC policy and procedures.

• Functions include review of documentation for accuracy, verify Insurance coverage aligns with bank/credit conditions, ensure Vendor/Client banking details are compliant, validate EKIP inputs prior to booking and prepare wires to initiate the funding process.

• Review PPSA/RDPRM registrations against deal structure for accuracy/perfection and as required, confirm all waivers identified, are obtained, and properly executed.

• Collaborate with Operations and Credit departments (or other functions as necessary) to facilitate the completion of the transactions.

• Assist in identifying viable solutions to resolve trans‐actional issues.

• Actively participate in Special Projects, as assigned by Management.

• Deliver exceptional customer service at every interaction and execute on plans to improve the customer experience.

• Pursue cross-training opportunities.

• Actively participate in the performance management process including performance reviews, feedback, and coaching sessions as well as performance and development discussions.

• Embrace and promote a positive environment that supports a diverse workplace.

• A strong team player assisting with other administrative tasks as needed.

• Service-level focused with an emphasis on attention to detail.

• Be knowledgeable of and comply with Bank and Industry Codes of Conduct.

Job Requirement

• 5 years equipment finance experience or Business experience in the financial industry is an asset.

• Strong oral and written communications skills are essential.

• Strong time management & independent with respect to setting priorities and managing partners expectations.

• Must possess the ability to multitask.

• Will work closely in a team environment to meet individual and team driven objectives.

• Demonstrates the ability to be resourceful and initiative-taking in their approach to problem resolution.

• Ability to quickly learn new systems and applications.

• Solid Knowledge of Microsoft Office required.

5 years of experience in equipment financing is an asset.
College or university degree is an asset.

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.

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.

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.

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 to help us remove barriers so that you can participate throughout the interview process.