Small Business Specialist I

4 days ago

Springfield, Illinois, United States TD Bank Group Full time
Job Summary

We are seeking a highly motivated and results-driven Small Business Specialist I to join our team at TD Bank Group. 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.

Your primary objective will be to ensure equal access to banking products and services across all communities, including businesses in low-to-moderate income areas and minority communities. You will initiate contact with all new small business customers by conducting a customer assessment within 30 days of them joining the bank.

Key Responsibilities
  • 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, including RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail, Wealth
  • Assign SB customers to the proper TD Relationship Manager based on customer parameters
  • 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
  • Review 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
  • Ability 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 colleagues bring their skills, talent, and creativity to the bank every day.

We are committed to being a leader in customer experience and are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you're just starting your career in financial services or have years of experience, we can help you realize your potential through regular leadership and development conversations, mentorship, and training programs.

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. This includes base salary and variable compensation/incentive awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

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