Small Business Banking Specialist II - Growth & Relationships

TD Bank Group; Philadelphia (Philadelphia County); On-site; USD 41,000 - 61,000; Full time

Job summary

TD Bank seeks a Small Business Specialist II in Philadelphia, PA to proactively deepen relationships with existing Small Business customers and drive cross-sell opportunities. The role works with multiple bank partners to address customers’ financial needs and manages a portfolio of loans within Front End Fulfillment.

The ideal candidate will have a Bachelor’s degree or equivalent experience, strong analytical and communication skills, and a track record of meeting sales goals in a banking

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong sales and relationship-building skills.
• Experience in banking or financial services preferred.

Responsibilities

• Deepens relationships with existing Small Business customers.
• Generates sales referrals to bank partners.
• Manages loan portfolio and coordinates with Relationship Managers.
• Ensures timely customer assessments and service delivery.

Skills

Sales & relationship building

Customer assessment & needs analysis

Territory/account management

Education

Bachelor's Degree or equivalent experience

Job description

TD Bank seeks a Small Business Specialist II in Philadelphia, PA to proactively deepen relationships with existing Small Business customers and drive cross-sell opportunities. The role works with multiple bank partners to address customers’ financial needs and manages a portfolio of loans within Front End Fulfillment.

The ideal candidate will have a Bachelor’s degree or equivalent experience, strong analytical and communication skills, and a track record of meeting sales goals in a banking