Finance Ops Officer II

Job title: Finance Ops Officer II

Job description: Company Overview

Our Values

At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority

A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars – physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work

At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.

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. 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.

Job Requirements

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

Hours

20

Job Details

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

Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

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.

How We’re Helping Make an Impact in Communities

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

We look forward to hearing from you!

Business Line

Corporate

Job Category – Primary

Finance / Accounting

Job Category(s)

Finance / Accounting

Job Family

Finance Operations

Time Type

Part Time

Employment Type

Regular

Pay 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 your recruiter and ask compensation related questions, including pay details for this role.

Careers Web Site Cities

Canada-New Brunswick-Dieppe

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