SB Banker II - Coral Springs, FL

TD•Coral Springs, FL

19d•$30 - $45

About The Position

The Small Business Banker II proactively deepens relationships with existing Small Business customers within a specified territory and supports equal access to banking products and services across communities, including low-to-moderate income areas and minority communities. The role contacts new Small Business customers within 30 days of account opening to complete a customer assessment and assigns them to the appropriate TD Relationship Manager based on the assessment. The role manages a larger and more complex territory, supports a group of stores’ loan portfolio within the Front End Fulfillment process, and is responsible for originating, structuring, and closing non-RMLM Small Business loan requests. It develops Small Business product expertise, works with Stores and the Commercial Bank to provide strong customer service, and partners with the Small Business Credit Center and product groups to support timely credit application responses. The Small Business Banker II manages loan portfolio checkups and renewals, contributes to sales and business development objectives by meeting or exceeding individual goals, maintains knowledge of the local market and competitive offerings, and reviews performance and pipeline reports for accuracy and completeness. The position requires occasional domestic travel and continuous sedentary work, multiple-task performance, use of standard office equipment, and concentration.

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 new Small Business customers who opened accounts in partner stores and complete a customer assessment.
Contact assigned Small Business customers and meet with them as needed to deepen relationships, address service issues, and identify product needs.
Generate sales and referrals to bank business partners to address Small Business customers’ 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 Small Business product expertise to assess potential product fit for customers.
Work with Stores and the Commercial Bank to support superior customer service.
Manage loans in the Front End Fulfillment portfolio, including relationship checkups and renewals.
Meet or exceed individual sales goals and contribute to Small Business Banking sales and business development objectives.
Maintain knowledge of the local market, competing offers, and economic trends.
Work with the Small Business Credit Center and Small Business product groups to support satisfactory customer response times for new credit applications.
Review pipelines, dashboards, and other reports for accuracy and completeness, and evaluate performance weekly.