SB Banker II - Jacksonville, FL
TD, Jacksonville, FL, United States
Work Location
Jacksonville, Floride, États-Unis d'Amérique
Hours
40
Pay Details
$29.75 - $44.50 USD
Line Of Business
Services bancaires personnels et commerciaux
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 (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
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
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuousli>
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
Equal Opportunity Employer Statement
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.
#J-18808-Ljbffr
Jacksonville, Floride, États-Unis d'Amérique
Hours
40
Pay Details
$29.75 - $44.50 USD
Line Of Business
Services bancaires personnels et commerciaux
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 (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
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
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuousli>
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
Equal Opportunity Employer Statement
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.
#J-18808-Ljbffr