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TD

Customer Service Officer II

TD

. Support Relationship Managers/Analysts and Account Managers with day-to-day customer needs and new customer onboarding .

Posted 9/23/2026full-timeToronto • CanadaJunior💰 CA$45,700 - CA$61,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills while supporting Relationship Managers and Account Managers in onboarding and addressing customer needs. Proficient in compliance with Bank and Industry Codes of Conduct, ensuring operational risk is minimized.

Highest-signal resume keywords
Customer ServiceCompliance With Bank CodesCredit AdministrationCross-Selling ProductsTraining And Coaching

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Credit AdministrationFinancial StatementsAccounts ReceivableCustomer OnboardingDocumentation Management
Soft Skills
CommunicationProblem-SolvingTeam CollaborationStakeholder Management
Tools & Technologies
Customer Relationship Management Systems
Industry Keywords
Banking ComplianceRegulatory RiskCustomer SupportInvestment Requests

About the role

Key responsibilities & impact
  • Support Relationship Managers/Analysts and Account Managers with day-to-day customer needs and new customer onboarding
  • Deliver customer service and support profitable business growth
  • Facilitate customer requests through internal partners and ensure follow-up
  • Handle administrative needs, questions, concerns, and customer referrals
  • Identify, recommend, introduce, and refer appropriate bank partners and products
  • Support credit administration, documentation, financial statements, and accounts receivable lists
  • Upload customer reports and documentation into appropriate systems
  • Assist with credit applications, funding requests, security documentation, payments, credits, and fund advances
  • Cross-sell products and services and facilitate investment requests
  • Ensure products and services operate compliantly and minimize regulatory and operational risk
  • Participate in team activities, knowledge transfer, cross-training, and performance development
  • Keep stakeholders informed of request status and relevant information
  • Provide training, coaching, and guidance as appropriate
  • Act as a brand ambassador for TD

Requirements

What you’ll need
  • Undergraduate degree
  • 1+ years of related experience
  • For Quebec roles: maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés qui ont besoin de services et de soutien dans une langue autre que le français
  • Compliance with Bank and Industry Codes of Conduct
  • Completion of compliance and attestations within required timelines

Benefits

Comp & perks
  • Base salary
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development
  • Reward and recognition programs
  • Regular development conversations
  • Training programs
  • Online learning platform
  • Mentoring programs
  • Training and onboarding sessions
  • Interview accommodations, including accessible meeting rooms and captioning for virtual interviews