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Customer Service Officer

Job in Halifax, Nova Scotia, Canada
Listing for: TD Bank Group
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45300 - 63900 CAD Yearly CAD 45300.00 63900.00 YEAR
Job Description & How to Apply Below
Position: Customer Service Officer I
Lieu de travail :
Halifax, Nouvelle-Écosse, Canada Horaire : 37.5 Secteur d’activité :
Services bancaires personnels et commerciaux Détails de la rémunération : $45,300 - $63,900 CAD
La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions.

Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.

Description du poste  CUSTOMER Meet or exceed CSO LEI target and be actively involved in ensuring the unit meets or exceeds its' LEI target. Facilitate customer requests leveraging various partners (CCSC, Visa, Retail Bank, etc.) ensuring a warm hand off where appropriate, and follow up process is in place. Deliver legendary service at every interaction and execute on plans to continuously improve the customer experience.

Act as a first point of contact for the day to day administrative needs, questions and concerns, resolving them where possible, and communicating to the RM or AM as appropriate. Develop a network of contacts across TD in order to continuously improve their knowledge and ability to service customers. "Deliver the Bank" to our customers by identifying, recommending, introducing and referring appropriate TDBG Business Partners and Products to existing and new customers to maximize revenue/profit and retention of relationships.

Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer’s business SHAREHOLDER Support Relationship Managers/Analysts and Account Managers in credit administrative matters Assist in building new relationships and deepening existing customer relationships by consistently following the Business Banking Relationship Methodology Act as first point of contact with customers on credit administrative matters such as following for documentation and/or obtaining Financial Statements and Accounts Receivable lists.

Responsibilities also include uploading customer reports/documentation into the appropriate systems. Actively contribute to sales results by identifying and cross-selling products and services when performing internal duties or interfacing with customers (both new and existing) to maximize revenue/profit and retention of relationships Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals.

Facilitate investment requests between customers and Business Banking Investments where required Provide effective credit administration for the portfolio both within the Unit and by interfacing with functions across the TDBFG. Assist RM/AM with obtaining/compiling all supporting documentation required to complete credit applications and process funding requests. Prepare reminder, follow-up and default letters and follow up on outstanding security documentation. Partner with administrative support groups to facilitate activities, such as programming credits, making payments, advancing funds, etc.

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. 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…
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