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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 generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and several systems or applications characterized by a combination of manual and automated processes
• Transactions and activities require process knowledge for own area of expertise and could include ad hoc non-routine requests across multiple jurisdictions
• Identifies issues and resolves or escalates internally as required (within a prescribed set of parameters/rules)
• Typically has interaction with internal customers/partners
• Focus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activities
• Requires working level 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
• 1+ years relevant experience

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.