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About the Role
The Small Business Banker II proactively deepens relationships with existing Small Business customers within a specified territory, ensuring equal access to banking products and services across all communities. This role initiates contact with new Small Business customers by conducting an assessment within 30 days of them joining the bank and assigns them to the appropriate TD Relationship Manager.
Responsibilities
- Manages larger and more complex territory
- Actively calls all new Small Business customers that have opened accounts in partner stores and completes a customer assessment
- Actively calls SB customers assigned and meets with them as necessary to deepen relationships, manage customer service issues, and identify product needs
- Actively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Businesses
- Assigns SB Customers to proper TD Relationship Manager based on customer parameters
- Directly manages group of Stores loan portfolio within Front End Fulfillment process, responsible for the origination, structuring and closing of all non RMLM Small Business loan requests
- Develops Small Business product expertise to properly vet potential product fits for our customer base
- Works with the Stores and Commercial Bank to ensure superior Customer service
- Manages Portfolio of all loans in Front End Fulfillment process including relationship checkups and the renewal process
- Contributes toward the achievement of Small Business Banking sales and business development objectives by meeting or exceeding individual sales goals
- Possesses comprehensive knowledge of the local market, competitive offers, and economic trends
- Works closely with the Small Business Credit Center and SBB product groups to ensure satisfactory customer response times for new credit applications
- Reviews all reports, including pipelines and dashboards, to ensure accurate and complete reporting, evaluating performance weekly
Requirements
- Four years of calling and lending or credit support related experience at the Small Business level
- Demonstrated ability to achieve and exceed marketing goals
- Proven ability to understand and analyze personal and business financial statements
Skills
- Sales
- Customer Relationship Management
- Financial Analysis
- Loan Origination
- Credit Analysis
- Market Knowledge
- Business Development
Location
- Middletown, New York, United States of America
Work Type
- Full-time
Experience Level
- 7+ Years of related experience
Education Level
- Bachelor's Degree or equivalent experience
Salary/Compensations
- $32.00 - $47.75 USD
Benefits
- 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
- Reward and recognition
- Training programs
- Online learning platform
- Mentoring programs
About the Company
- 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.
Equal Opportunity
- 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.