SB Specialist II - Tampa, FL

Hours

40

Job Details

The Small Business Specialist II proactively deepens relationships with existing Small Business customers within a specified territory. The Small Business Specialist II ensures equal access to banking products and services across all communities including businesses in low-to-moderate income areas and minority communities. This job initiates contact with all new Small Business customers by conducting a customer assessment within 30 days of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager) based on the results of the customer assessment.

Job Requirements

Manages larger and more complex territoryActively calls all New Small Business customers that have opened accounts in partner stores and completes a customer assessmentActively calls SB customers assigned and meets with them as necessary to deepen relationship, manage customer service issues, and identify product needsActively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), WealthAssigns SB Customers to proper TD Relationship Manager based on customer parametersDirectly 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 requestsDevelops Small Business product expertise to properly vet potential product fits for our customer baseWorks with the Stores and Commercial Bank to ensure superior Customer service as measured by CWIManages Portfolio of all loans in Front End Fulfillment process including relationship checkups and the renewal processContributes toward the achievement of Small Business Banking sales and business development objectives by meeting or exceeding individual sales goalsPossesses comprehensive knowledge of the local market, competitive offers, and economic trendsWorks closely with the Small Business Credit Center and SBB product groups to ensure satisfactory customer response times for new credit applicationsReviews all reports, including, but not limited to pipelines, dashboards, etc. to ensure accurate and complete reporting, evaluating performance weekly

Must be eligible for employment under regulatory standards applicable to the position.

Qualifications

Bachelor's Degree or equivalent experience7+ Years of related experienceFour years of calling and lending or credit support related experience at the Small Business levelDemonstrated ability to achieve and exceed marketing goalsProven ability to understand and analyze personal and business financial statements

Company Overview

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.td.com/us . Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US and www.twitter.com/TDNews_US .

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com .

We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.

Inclusiveness

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 in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.