Finance Operations Officer III
TD Bank
**Work Location:**
Greenville, South Carolina, United States of America
**Hours:**
40
**Pay Details:**
$23.25 - $30.75 USD
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.
**Line of Business:**
Finance
**Job Description:**
The Finance Operations Officer III provides a range of administrative, transaction processing, data gathering, verification, cleansing, report production and/or operational finance support for the overall Bank.
**Preferred Qualifications : Excel experience, Analytical skills, attention to detail, good communication skills, time management , critical thinking.**
**Depth & Scope:**
+ Works 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
**Education & Experience:**
+ High School diploma
+ Undergraduate degree/college diploma preferred
+ 2+ years relevant experience
**Customer Accountabilities:**
+ Handles 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.
+ Processes 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)
+ Provides optimal internal customer and partner service, adhering to customer service standards
+ Ensures exception/correction/payment items and inquiry items are identified and properly processed as per department guidelines
+ Acts as a key resource to Finance partners by providing relevant and meaningful financial information/data, responding to inquiries and performing adjustments within authority levels
+ Coordinates and/or consolidates financial information needs/requests
+ Identifies key variances and contributes to the analysis, due diligence and execution and/or implementation of potential initiatives within defined area of responsibility
+ Maintains working relationships with internal customers, partners and/or vendors including responding to questions and/or concerns in an effective and timely manner
+ Contributes to the execution or delivery of financial and/or special initiatives and programs as assigned
+ Keeps current on emerging issues and industry trends for the Business/Finance area being supported
**Shareholder Accountabilities:**
+ Prioritizes and manages own workload to meet SLA requirements for service and productivity
+ Understands and applies operating policies and procedures
+ Follows internal and industry regulations and standard operating practices in completing and recording transactions for either the organization or customers
+ Escalates non-standard or high-risk activities as necessary
+ Ensures documentation that is prepared/completed is accurate and properly reflects business intentions and is consistent with relevant rules/regulations
+ Completes investigations – reports/escalates risk issues or process gaps identified
+ Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
+ Ensures necessary due diligence to support the accuracy of all transactions/activities
+ Be knowledgeable of and complies with Bank Code of Conduct
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
+ Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps 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
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand champion for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel – Occasional
+ International Travel – Never
+ Performing sedentary work – Continuous
+ Performing multiple tasks – Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds – Occasional
+ Sitting – Continuous
+ Standing – Occasional
+ Walking – Occasional
+ Moving safely in confined spaces – Occasional
+ Lifting/Carrying (under 25 lbs.) – Occasional
+ Lifting/Carrying (over 25 lbs.) – Never
+ Squatting – Occasional
+ Bending – Occasional
+ Kneeling – Never
+ Crawling – Never
+ Climbing – Never
+ Reaching overhead – Never
+ Reaching forward – Occasional
+ Pushing – Never
+ Pulling – Never
+ Twisting – Never
+ Concentrating for long periods of time – Continuous
+ Applying common sense to deal with problems involving standardized situations – Continuous
+ Reading, writing and comprehending instructions – Continuous
+ Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**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 base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (http://hrportal.ehr.com/tdtotalrewards)
**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.
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**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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