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Small Business Banker I
Small Business Banker ITD Bank • Cherry Hill, New Jersey, USA
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Small Business Banker I

Small Business Banker I

TD Bank • Cherry Hill, New Jersey, USA
13 days ago
Job type
  • Full-time
Job description

Work Location :

Cherry Hill New Jersey United States of America

Hours : 40

Pay Details : $33.00 - $49.50 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business :

Personal & Commercial Banking

Job Description :

The Small Business Banker I proactively deepens relationships with existing Small Business customers within a specified territory. The Small Business Banker I ensures equal access to banking products and services across all communities including businesses in low-to-moderate income areas and minority communities. This role 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.

Depth & Scope :

  • 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 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 ( 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

Education & Experience :

Bachelors Degree or equivalent experience 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

Who We Are :

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation / incentive awards (e.g. eligibility for cash and / or equity incentive awards generally through participation in an incentive plan) and several other key plans such as 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 and reward and recognition. Learn more

Additional Information :

Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process

Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

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 . Include your full name best way to reach you and the accommodation needed to assist you with the applicant process.

Key Skills

Sales Experience,Presentation Skills,Financial Services,Customer Service,Financial Acumen,Fraud,Math,Military Experience,Banking,Upselling,Cash Handling,RMF

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 33 - 49

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Banker • Cherry Hill, New Jersey, USA

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