Senior Small Business Banker - Relationship & Lending Expert

TD; Wilmington (DE); Presencial; USD 41.000 - 61.000; Tempo integral

Resumo da vaga

TD is seeking a Small Business Banker II in Wilmington, Delaware to proactively deepen relationships with existing Small Business customers within a defined territory. You will initiate customer assessments within 30 days of onboarding and route accordingly to the appropriate TD Relationship Manager based on needs.

You will actively call new SB customers, deepen relationships, generate sales and referrals across bank partners, and stay informed about local market conditions to meet client

Qualificações

• 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

Responsabilidades

• 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 (B@W, 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

Formação

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

Descrição da vaga

TD is seeking a Small Business Banker II in Wilmington, Delaware to proactively deepen relationships with existing Small Business customers within a defined territory. You will initiate customer assessments within 30 days of onboarding and route accordingly to the appropriate TD Relationship Manager based on needs.

You will actively call new SB customers, deepen relationships, generate sales and referrals across bank partners, and stay informed about local market conditions to meet client