Small Business Banker II (Staten Island, NY)

TD•New York, NY

1d•$32 - $48

About The Position

The Small Business Banker II proactively deepens relationships with existing Small Business customers in a specified territory, ensuring equal access to banking products and services across all communities, including low-to-moderate income areas and minority communities. The role contacts new Small Business customers and completes a customer assessment within 30 days of their joining the bank, then assigns each customer to the appropriate TD Relationship Manager based on the assessment. The position manages a larger and more complex territory and a group of stores’ loan portfolio within the Front End Fulfillment process. It is responsible for originating, structuring, and closing non-RMLM Small Business loan requests, as well as managing loan relationships, checkups, and renewals. The banker develops Small Business product expertise, works with Stores and Commercial Bank partners to provide superior customer service, and collaborates with the Small Business Credit Center and product groups to support timely responses to credit applications. The role contributes to sales and business development objectives by meeting or exceeding individual sales goals. It requires knowledge of the local market, competitive offerings, and economic trends, and includes reviewing pipelines, dashboards, and other reports weekly to ensure accurate reporting and evaluate performance.

Requirements

Bachelor’s degree or equivalent experience.
At least 7 years of related experience.
Four years of calling and lending or credit-support experience at the Small Business level.
Demonstrated ability to achieve and exceed marketing goals.
Ability to understand and analyze personal and business financial statements.

Responsibilities

Contact all new Small Business customers who opened accounts in partner stores and complete a customer assessment.
Contact assigned Small Business customers, meet with them as needed, deepen relationships, address customer service issues, and identify product needs.
Generate sales and referrals to bank partners to address Small Business customers’ comprehensive financial needs.
Assign Small Business customers to the appropriate TD Relationship Manager based on customer parameters and assessment results.
Manage a group of stores’ loan portfolio within the Front End Fulfillment process; originate, structure, and close non-RMLM Small Business loan requests.
Develop expertise in Small Business products to assess potential product fit for customers.
Work with Stores and Commercial Bank partners to ensure superior customer service, as measured by CWI.
Manage loans in the Front End Fulfillment portfolio, including relationship checkups and renewals.
Meet or exceed individual sales goals in support of Small Business Banking sales and business development objectives.
Maintain comprehensive knowledge of the local market, competitive offers, and economic trends.
Work with the Small Business Credit Center and Small Business product groups to support satisfactory response times for new credit applications.
Review pipelines, dashboards, and other reports weekly to ensure accurate and complete reporting and evaluate performance.