Commercial Banking Representative
7 days ago
About the Role:
The Small Business Development Specialist will play a key role in deepening relationships with existing small business customers within a specified territory. This individual will ensure equal access to banking products and services across all communities, including businesses in low-to-moderate income areas and minority communities.
Key Responsibilities:
- Proactively initiate contact with all new small business customers by conducting 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, including:
- RMLM
- Merchant
- Commercial
- Treasury Management
- Credit Card
- Retail
- Wealth
- 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.
About TD Bank, N.A.:
TD Bank, N.A. is one of the world's 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 95,000 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.
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