Small Business Specialist

6 days ago

Springfield, Illinois, United States TD Bank Group Full time
Job Title: Small Business Specialist I

Job Summary:

We are seeking a highly motivated and results-driven Small Business Specialist I to join our team. As a key member of our commercial banking team, you will be responsible for deepening relationships with existing small business customers within a specified territory.

Key Responsibilities:

  • Proactively initiate contact with all new small business customers to conduct a customer assessment within 30 days of them joining the bank.
  • Assign customers to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager) based on the results of the customer assessment.
  • Actively call all new small business customers that have opened accounts in partner stores and complete a customer assessment.
  • Actively call SB customers assigned and meet with them as necessary to deepen relationships, manage customer service issues, and identify product needs.
  • Generate sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of small businesses.
  • Directly manage a group of stores loan portfolio within the Front End Fulfillment process, responsible for the origination, structuring, and closing of all non-RMLM small business loan requests.
  • Develop small business product expertise to properly vet potential product fits for our customer base.
  • Work with the stores and commercial bank to ensure superior customer service as measured by CWI.
  • Manage a portfolio of all loans in the Front End Fulfillment process, including relationship checkups and the renewal process.
  • Determine the proper relationship manager (RMLM/SB Specialist/Store Manager) for all new-to-bank customers and assign appropriately.
  • Possess comprehensive knowledge of the local market, competitive offers, and economic trends.
  • Work closely with the Small Business Credit Center and SBB product groups to ensure satisfactory customer response times for new credit applications.
  • Reviews all reports, including pipelines, dashboards, etc., to ensure accurate and complete reporting, evaluating performance weekly.

Requirements:

  • Bachelor's 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.
  • Bilingual Spanish speaking (preferred).

About Us:

TD Bank Group is one of the world's leading global financial institutions, with a presence in Canada, the United States, and around the world. We deliver legendary customer experiences to over 27 million households and businesses, and our 95,000 colleagues bring their skills, talent, and creativity to the bank every day. We are guided by our vision to be the better bank and our purpose to enrich the lives of our customers, communities, and colleagues.

What We Offer:

We offer a total rewards package that reflects our commitment to our colleagues' financial, physical, and mental well-being. This includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits, and career development opportunities.

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