Cash Management Service Officer Job Edmonton area,Alberta Canada,Finance & Banking

Description

The Cash Management Services Officer (CMSO) position is found in units in which volumes warrant a dedicated resource for deposit and cash management administrative matters. This position is accountable to deliver a superior customer experience and support profitable business growth.

CUSTOMER

Meet or exceed LEI target and be actively involved in ensuring the unit meets or exceeds its LEI target.

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

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.

Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer’s business

Act as first point of contact for ongoing customer cash management questions and concerns, resolving them where possible, and communicating to MCM, Relationship/Account Managers, etc. as appropriate

Assist cash management team in the resolution of customer concerns.

“Deliver the Bank” by identifying and referring appropriate TDBG Business Partners and Products

CMSO is responsible for the implementation of new cash management products and services

Provide training to customers for new products sold

SHAREHOLDER

Identify additional business opportunities for existing customers and advise the Cash Management Manager (MCM), Relationship/Account Manager as appropriate

Prepare and support MCM, Relationship/Account Managers by gathering non-credit profitability data to support account planning and relationship review activities by leveraging Deposit and Cash Management pricing reports to identify re-pricing and cross-sell opportunities

Assist in preparation of Pricing Committee submissions where exception pricing is required.

Assist in the preparation of presentations to clients for Manager, Cash Management, Relationship/Account Managers

Develop and maintain understanding of pricing models/concepts

Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology

Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals.

Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank.

Complete all compliance and attestations within required timelines.

Prepare, follow and track appropriate documentation to support implementation of deposit and cash management products and services

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

EMPLOYEE / TEAM

Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest

Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit

Participate in personal performance management and development activities, including cross training within own team

Keep others informed and up-to-date about the status / progress of client request and new proposals and / or all relevant or useful information related to day-to-day activities

Contribute to a fair, positive and equitable environment that supports a diverse workforce

Build and maintain solid relationships with internal business partners acting as a link to those groups

Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

Requires expertise in a variety of sales related activities to provide advice on transactions and product features to customers and / or internal partners

Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity / risk

Gathers and analyzes data to identify and to help solve complex problems

Uses sound judgement and understanding of process/policy risk when recommending exceptions outside…