SB Banker II - Coral Springs, FL

Job description

Small Business Banker II

Work Location: Coral Springs, Florida, United States of America

Hours: 40

Pay Details: $29.75 - $44.50 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 candidate's 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 II proactively deepens relationships with existing Small Business customers within a specified territory. The Small Business Banker II 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:

Manages larger and more complex territory

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

Contributes toward the achievement of Small Business Banking sales and business development objectives by meeting or exceeding individual sales goals

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 applications

Reviews all reports, including, but not limited to pipelines, dashboards, etc. to ensure accurate and complete reporting, evaluating performance weekly

Education & Experience:

Bachelor's Degree or equivalent experience

7+ Years of related experience

Four years of calling and lending or credit support related experience at the Small Business level

Demonstrated ability to achieve and exceed marketing goals

Proven ability to understand and analyze personal and business financial statements

Physical Requirements:

Domestic Travel – Occasional

International Travel – Never

Performing sedentary work – Continuous

Performing multiple tasks – Continuous

Operating standard office equipment - Continuous

Responding quickly to sounds – Occasional

Sitting – Continuous

Standing – Occasional

Walking – Occasional

Moving safely in confined spaces – Occasional

Lifting/Carrying (under 25 lbs.) – Occasional

Lifting/Carrying (over 25 lbs.) – Never

Squatting – Occasional

Bending – Occasional

Kneeling – Never

Crawling – Never

Climbing – Never

Reaching overhead – Never

Reaching forward – Occasional

Pushing – Never

Pulling – Never

Twisting – Never

Concentrating for long periods of time – Continuous

Applying common sense to deal with problems involving standardized situations – Continuous

Reading, writing and comprehending instructions – Continuous

Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

TD 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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll 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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll 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.

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.