Description
:
Customer:
1. Execute more complex transactions and overrides accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
2. Monitor the daily workflow and distribution for own functional area and ensure required processing is completed meeting all Service Level goals.
3. Provide a broad range of operational support to officers and is responsible for first point of escalations with partners, as well as operational effectiveness for own functional area
4. Identify, document, and investigate processes/exceptions arising from transactions/processes beyond first level operations service delivery
5. Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained
6. Identify opportunities to improve service delivery
7. Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels
8. Interact with partners by responding to requests in an effective and timely manner
9. Use effective relationship skills when communicating with partners/ colleagues and deal with difficult conversations
10. Assist Team Managers to run day-to-day operations
11. Communicate policy and procedural changes
Shareholder:
12. Prioritize and complete own workload to meet SLA requirements for service and productivity and / or support team manager in prioritizing and managing team workload
13. Actively maintain understanding of internal and industry regulations and trends, developing and sharing knowledge of emerging issues/risks, and assess potential impacts as it relates to operating policies, standards and procedures
14. Consistently exercise discretion in managing correspondence, information and all matters of confidentiality
15. Support development and/or implementation of standards, policies, procedures, and solutions that mitigate risk and maximize availability of service, efficiency and effectiveness
16. Contribute to the development/delivery of presentations/ communications to management or broader audiences
17. Protect the interests of the organization – identify and manage risks, and ensure the prompt and thorough resolution of escalated non-standard, high risk issues
18. Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
19. Support change management projects or programs that impact the business, functions or processes and ensure clear communication and documentation of new processes
20. Prioritize, assign and monitor the daily workflow ensuring processing is completed meeting Service Level goals
21. Monitor and manage daily touch points and work distribution as needed
22. Identify, lead and actively participate in process improvements and determine solutions that will allow business to grow
Employee/Team:
23. 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 the timely communication of issues/ points of interest
24. Support the team by actively building operations knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within the team, across the function, and with partners (e.g., audit, business insights)
25. Provide training, coaching and / or guidance to others on the team
26. Participate in personal performance management and development activities, including cross training within own team and other teams in the operations function
27. Ensure the timely communication of issues that are relevant to the team and encourage a good working relationship with other departments
28. Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
29. Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate
30. Contribute to a fair, positive and equitable environment that supports a diverse workforce
31. Act as a brand ambassador for the function and the bank, both internally and/or externally
Breadth & Depth
32. Works within broad and/or non- standard parameters, involving multiple steps, systems, and jurisdictions and where there could be a lack of market standard/ practice, referring to a more senior role when necessary
33. Top level expert on products, end-to- end processes and systems for own specialized area
34. Handles escalated issues and provides work guidance as a resource to others
35. Accountable for resolving exceptions, non- standard issues / transactions and/or escalating to appropriate level where further clarity or interpretation of more complex policies or rules is required
36. Transactions are characterized by moderate to high risk/financial impact
37. Low to moderate decision-making authority within defined parameters
38. Provides process / policy guidance to others – internal partners and external customers
39. May act as a primary coordinator on small scale initiatives or work stream packages for assigned area
40. Focus of work is daily, weekly, monthly and/or longer with addition of ad-hoc and initiative-based requests, as required
41. Requires advanced knowledge of business unit and operational functions for business area supported and regulatory issues/ requirements for jurisdictions supported
42. May interact with cross-functional teams and/or involving external contacts
43. Generally reports to a Team Manager
Experience and/or Education
44. Undergraduate degree/ college diploma preferred and/or
45. 3+ year relevant experience
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.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary and several other key plans such as health and well-being benefits, including medical coverage, paid time off, 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.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
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
If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.