Customer Service Officer II

Work Location

Montréal, Quebec, Canada

37.5

Personal & Commercial Banking

52 700$/$52,700 - 74 400$/$74,400 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  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.

TD Equipment Finance (TDEF) Customer Service Officer (CSO) provides support to the Operations and Sales teams at TDEF by managing customer follow‑up for insurance renewals, reviewing certificates for accuracy, completeness, and adherence to TDEF Insurance requirements.

The position is accountable to deliver superior customer experience, ensure compliance with policies & procedures, and help achieve profitable business growth.

• Update system platforms with insurance information and/or loan information as required, including releasing or discharging of insurance as balances reduce to zero
• Ensure insurance reporting and comments are completed accurately and within the designated timelines
• Manage the "To Be Obtained" (TBO) process for insurance certificates with TD partners, by contacting brokers and/or clients as needed
• Review insurance policy certificates for accuracy, completeness, and adherence to TDEF procedures and compliance rules
• Contribute to the achievement of satisfactory monthly audits
• Identify areas of risk and escape emerging issues to the appropriate level
• Complete assigned duties accurately, with speed and within established Service Length Agreement (SLA) standards
• Manage insurance enquiries from customer, broker and TDEF team members as well as cancellations notices and province‑specific insurance activities
• Support reward and recognition programs throughout the year by nominating peers and submitting award nominations
• Assist in certain administration tasks for the Montreal office, including ordering office supplies/items and the invoice payment system for items, reserving conference rooms, preparing mail bag for courier mail, help with returning computer laptops, and be the primary contact for service requests in the building for employee card access

• 2+ years' business experience
• Excellent project management skills
• Excellent Microsoft Word and Excel skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Strong attention to detail and accuracy skills
• Ability to work independently, proactively, innovatively while exercising sound judgment
• Effective organizational, multi‑tasking, and prioritizing skills
• Ability to work in a fast‑paced deadline‑driven environment

Fully bilingual (written / spoken) French and English

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and…