Cash Management Service Officer

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.

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