Executive Trust Officer jobs at Td Bank in Canada, Mississauga

Job Description:

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Customer:

• Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• 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
• Identify opportunities to improve service delivery
• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels
• Interact with partners by responding to requests in an effective and timely manner
• Use effective relationship skills when communicating with

Shareholder:

• Complete assigned workload to meet SLA requirements for service and productivity
• Understand and apply operating policies and procedures
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Support the timely and accurate completion of business processes and procedures
• Escalate non- standard or high-risk activities as necessary
• Support and participate in processimprovement opportunities
• Ensure necessary due diligence to support the accuracy of all transactions / activities
• Be knowledgeable of and comply with Bank Code of Conduct

Employee/Team:

• Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
• Support the team by actively building operations knowledge, think critically about processes and opportunities for improvement, and share ideas
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand ambassador for function and the bank, both internally and/or externally

Breadth & Depth

• Works within well defined guidelines, accountable for completing routine transactions or repetitive processes within standardized framework and generally with limited financial impact
• Completes standard transactions using a limited number of systems and/or applications
• Executes through a prescribed, established or documented set of parameters / procedures
• Limited to low decision- making authority
• Identifies issues and escalates internally; typically addressing routine requests requiring minimal discretion
• Limited or first level (initial) interaction with internal partners
• Focus of work is on the completion of day to day processes or activities however may include weekly or monthly routine activities
• Requires entry or working level knowledge of processes / procedures
• Generally reports to a Team Manager

Experience and/or Education

• Undergraduate degree/ college diploma preferred and/or
• 0 – 1+ year relevant experience

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

• Execute more complex transactions and overrides accurately, on time and in line with establishedguidelines/procedureswhile adhering to formal or informal Service Level Agreement(s) (SLAs)
• Monitor the daily workflow and distribution for own functional area and ensure required processing is completed meeting all Service Level goals.
• 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
• Identify, document, and investigate processes/exceptions arising fromtransactions/processesbeyond first level operations service delivery
• 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
• Identify opportunities to improve service delivery
• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels
• Interact with partners by responding to requests in an effective and timely manner
• Use effective relationship skills when communicating with partners/ colleagues and deal with difficult conversations
• Assist Team Managers to run day-to-day operations
• Communicate policy and procedural changes

Shareholder:

• Prioritize and complete own workload to meet SLA requirements for service and productivity and / or support team manager in prioritizing and managing team workload
• 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
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality
• Support development and/or implementation of standards, policies, procedures, and solutions that mitigate risk and maximize availability of service, efficiency and effectiveness
• Contribute to the development/delivery of presentations/ communications to management or broader audiences
• Protect the interests of the organization – identify and manage risks, and ensure the prompt and thorough resolution of escalated non-standard, high risk issues
• Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
• Support change management projects or programs that impact the business, functions or processes and ensure clear communication and documentation of new processes
• Prioritize, assign and monitor the daily workflow ensuring processing is completed meeting Service Level goals
• Monitor and manage daily touch points and work distribution as needed
• Identify, lead and actively participate in process improvements and determine solutions that will allow business to grow

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 the timely communication of issues/ points of interest
• 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)
• Provide training, coaching and / or guidance to others on the team
• Participate in personal performance management and development activities, including cross training within own team and other teams in the operations function
• Ensure the timely communication of issues that are relevant to the team and encourage a good working relationship with other departments
• 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
• 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
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand ambassador for the function and the bank, both internally and/or externally

Breadth & Depth

• 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
• Top level expert on products, end-to- end processes and systems for own specialized area
• Handles escalated issues and provides work guidance as a resource to others
• 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
• Transactions are characterized by moderate to high risk/financial impact
• Low to moderate decision-making authority within defined parameters
• Provides process / policy guidance to others – internal partners and external customers
• May act as a primary coordinator on small scale initiatives or work stream packages for assigned area
• Focus of work is daily, weekly, monthly and/or longer with addition of ad-hoc and initiative-based requests, as required
• Requires advanced knowledge of business unit and operational functions for business area supported and regulatory issues/ requirements for jurisdictions supported
• May interact with cross-functional teams and/or involving external contacts
• Generally reports to a Team Manager

Experience and/or Education

• Undergraduate degree/ college diploma preferred and/or
• 3+ year relevant experience

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.