SB Specialist I - Calverton, MD Job at TD Bank
TD Description
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J.
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".Job Description
Job Requirements
Actively calls SB customers assigned and meets with them as necessary to deepen relationship, 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, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth
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 as measured by CWI
Manages Portfolio of all loans in Front End Fulfillment process including relationship checkups and the renewal process.
Determines the proper relationship manager (RMLM/SB Specialist/Store Manager) for all new to bank customers and assigns appropriately
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 application.
Reviews all reports, including, but not limited to pipelines, dashboards, etc. to ensure accurate and complete reporting, evaluating performance weekly
Qualifications
5+ Years of related experience
Two years of calling and lending or credit support related experience at the Small Business level
Demonstrated ability to achieve and exceed marketing goals
Needs to be able to understand and analyze personal and business financial statements
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 USWAPTDO@td.com . 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.
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