Operations Officer II

Job Title – Operations Officer II (Cash Management)
Duration: 1 Year
Location: Yonge/Bloor, Toronto, ON
Hybrid – Shift Schedule from 8:30 – 6:30PM (depending on shift – may change week to week)
 
SUMMARY OF DAY TO DAY RESPONSIBILITIES:
 
The Cash Management Department is responsible for all Client Cash movements for TD Wealth business lines.
 
Job Description
 

• Provide Excellent Customer Service
• Process all transactions accurately and in timely manner.
• Provide professional and courteous service at all times to both internal and external clients.
• Ensure service is maintained as per Service Level Agreements and Internal service delivery standards.
• Ensure that we are meeting our CiCEI goals and SLA requirements for phone calls, by picking up all calls that come to each individual’s line.
• Adhere to Firm and Industry regulations and policies for all transactions.
• Escalation of issues where necessary.
• Identify opportunities for improvements in service delivery and processes.
• Support process initiatives.
• Ensure documents are completed accurately and filed for properly and ensuring privacy of client information.
• Ensure the Industry and Firm regulations and operating practices are met for all transactions completed.
• Complete investigations accurately and in timely manner and identify process gaps.
• Participate fully as a member of the team, promote effectiveness and contribute to a positive work environment.
• Participate and complete development activities.
• Ensure adherence to HR policies, and industry code of conduct.
• Share and work with peers to develop and improve process that will assist in day to day transactions and productivity

 
Job Requirements

• A working knowledge of Cash Management.
• Excellent written and verbal communication skills
• Strong Knowledge of Excel and Word.
• Advanced computer and typing skills.
• Detail oriented and ability to work within deadlines.
• Organized and ability to analyze and solve problems.
• Team-oriented and able to develop excellent working relations with other TDBFG departments

 
Must have:

• Typing Speed of 60 WPM minimum.
• Advanced excel knowledge (formulas required, pivot tables)
• Exceptional English speaking and communication skills
• University Graduate
• Additional required skills: High accuracy, attention to detail, Quick Learner, Flexibility and capability to take on various tasks
• Customer service background/experience 2-4 years
• High processing volumes position. Must have attention to details, problem solving, being able to improve processes

 
 
Nice to have skills:

• Previous programming experience required (VBA or other programming languages, with examples of projects)
• Technical background- Coding skills, macros
• Previous banking experience

 
 
EDUCATION: post-secondary required. 2-4 years of relevant experience.