Finance Operations Officer III
TD Bank
Job Responsibility:
Work Location:
Dieppe, New Brunswick, CanadaHours:
20Line of Business:
FinancePay Details:
We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.
:
PREFERRED CANDIDATE IDENTIFIED
KEY ACCOUNTABILITIES
CUSTOMER
- Handle operational finance activities such as processing / balancing / reconciling / validating transactions, investigating customer issues, preparation of files, data gathering and cleansing, report production and preparation etc.
- Process various finance related transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
- Provide optimal internal customer and partner service, adhering to customer service standards
- Ensure exception/ correction/payment items and inquiry items are identified and properly processed as per department guidelines
- Act as a key resource to Finance partners by providing relevant and meaningful financial information / data, responding to enquiries and performing adjustments within authority levels
- Coordinate and/or consolidate financial information needs / requests
- Identify key variances and contribute to the analysis, due diligence and execution and/or implementation of potential initiatives within defined area of responsibility
- Maintain working relationships with internal customers, partners and/or vendors including responding to questions and/or concerns in an effective and timely manner
- Contribute to the execution or delivery of financial and/or special initiatives and programs as assigned
- Keep current on emerging issues and industry trends for the Business / Finance area being supported
SHAREHOLDER
- Prioritize and manage own workload to meet SLA requirements for service and productivity
- Understand and apply operating policies and procedures
- Follow internal and industry regulations and standard operating practices in completing and recording transactions for either the organization or customers
- Escalate non-standard or high risk activities as necessary
- Ensure documentation that is prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations
- Complete investigations - report / escalate risk issues or process gaps identified
- Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency
- 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, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
- Participate in personal performance management and development activities, including cross training within own team
- 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 a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for your business area/function and the bank, both internally and/or externally
BREADTH & DEPTH
- Work within moderately defined procedures and/or is responsible for activities involving multiple steps, systems, and jurisdictions
- Transactions and activities require deep knowledge across a broad range or variety of products, processes or systems and where transactions could be characterized by moderate to high volatility
- Identifies and resolves issues within discretion and authority on processes or transactions or escalates internally as required
- Generally interacts with internal customers / partners for functions performed and/or external customers
- May provide process / policy guidance to others (e.g. within team, internal partners)
- Focus of work spans from daily, weekly to monthly activities
- Requires solid knowledge of the business unit and operational functions for the business area supported as well as regulatory issues/requirements for jurisdictions supported
- Generally reports to a Team Leader
EXPERIENCE & EDUCATION
- High School diploma
- Undergraduate degree/ college diploma preferred
- 2+ years 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 investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
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 Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you!
Language Requirement:
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