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Customer Service Officer II - TDEF

Montreal, QC, Canada

Pay: 52 700$/$52,700 - 74 400$/$74,400 CAD
Job type: Full-time
Apply by: Oct 5, 2026
Experience: 2+ years’ business experience
Posting language: English
Posted: Sep 28, 2026

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Original job description

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

52 700$/$52,700 - 74 400$/$74,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Equipment Finance (TDEF) Customer Service Officer (CSO) provides support to the Operations and Sales teams at TDEF by managing various customer service requests, ensuring accuracy, completeness, and adherence to TDEF requirements.

The position is accountable to deliver superior customer experience, ensure compliance with policies & procedures, and help achieve profitable business growth.

Accountable to Credit and Operational Risk

Reporting to the Portfolio Management Manager, TD Equipment Finance (TDEF), this position is responsible for completing various documentation tasks post-disbursement and material modification remediation.

Coordinating, documenting and initiating the Canadian registration security lien process for a variety of commercial lease and loan documentation products for equipment financing per post-disbursement needs.
Managing transactions with vendors, customers, creditors and Sales Managers, securing necessary transaction documentation, preparing documents and ensuring a smooth booking process.
Assisting in identifying viable solutions to complete due diligence analysis for transaction reviews, while directly interfacing with internal and external TDEF Customers.
Calculating and executing payout quotes, balance confirmations, payment histories and customer inquiries for payment updates and account statuses
Ensuring the perfection of a security interest for collateral and complying with company and provincial policies
Acting as a liaison between Sales Managers, Commercial Teams and Customer Service.
Review and remediate data migration, solve for interest rate, balance variances, fix and train to provide solutions for data accuracy

Minimum Qualifications:

2+ years’ business experience
Excellent project management skills
Excellent Microsoft Word and Excel skills
Ability to navigate multiple computer systems, applications, and search tools to find information
Strong attention to detail and accuracy skills
Ability to work independently, proactively, innovatively while exercising sound judgment and support the team for high-volume requests
Effective organizational, multi-tasking, and prioritizing skills
Ability to work in a fast-paced deadline-driven environment, but with a team-spirited attitude

Preferred Skills:

Fully bilingual (written / spoken) French and English

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

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.

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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 (Quebec only):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

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More about this job

Responsibilities

The Customer Service Officer manages customer service requests, documentation tasks, and security lien processes for equipment financing transactions. They also act as a liaison between sales and commercial teams while ensuring data accuracy and compliance with operational policies.

Requirements

Candidates must have at least two years of business experience and proficiency in Microsoft Word and Excel. Strong project management, organizational, and multi-tasking skills are required to succeed in this fast-paced, deadline-driven environment.

Skills

Customer service
Project management
Microsoft Word
Microsoft Excel
Data migration
Documentation
Financial analysis
Attention to detail
Multi-tasking
Prioritizing
Communication
Problem solving
Equipment financing
Risk reporting

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Equipment Finance
Customer Service
Operations
Sales Support
Documentation
Security Lien
Commercial Leasing
Loan Documentation
Due Diligence
Transaction Review
Data Migration
Interest Rate
Balance Reconciliation
Project Management
Microsoft Office
Banking
Financial Services
Risk Management
Compliance
Portfolio Management

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