Small Business Specialist I
Company: TD Bank
Location: Worcester
Posted on: May 18, 2024
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Job Description:
Work Location:
Remote Boston (MA)
Hours:
40
Pay Details:
$25.00 - $40.25 USD
TD is committed to providing fair and equitable compensation
opportunities to all colleagues. The included salary range for this
role takes into account multiple factors that are considered in
making compensation decisions. The base pay actually offered may
vary based upon candidate's skills and experience, job-related
knowledge, licensure and certifications, geographic location, and
other specific business and organizational needs. As TD puts career
development at the forefront of our colleague experience, it is not
typical for an individual to be hired at or near the top of the
range for their role.
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 Specialist I proactively deepens relationships
with existing Small Business customers within a specified
territory. The Small Business Specialist I ensures equal access to
banking products and services across all communities including
businesses in low-to-moderate income areas and minority
communities. This job 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:
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.
Determines the proper relationship manager (RMLM/SB
Specialist/Store Manager) for all new to bank customers and assigns
appropriately
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 application.
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
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
Needs to be able to understand and analyze personal and business
financial statements
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 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.
TD is deeply committed to being a leader in customer experience,
that is why we believe that all colleagues, no matter where they
work, are customer facing. As we build our business and deliver on
our strategy, we are innovating to enhance the customer experience
and build capabilities to shape the future of banking. Whether
you've got years of banking experience or are just starting your
career in financial services, we can help you realize your
potential. Through regular leadership and development conversations
to mentorship and training programs, we're here to support you
towards your goals. As an organization, we keep growing - and so
will you.
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
(http://hrportal.ehr.com/tdtotalrewards)
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. Whether you have a passion for helping customers and
want to expand your experience, or you want to coach and inspire
your colleagues, there are many different career paths within our
organization at TD - and we're committed to helping you identify
opportunities that support your goals.
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
If you are an applicant with a disability and need accommodations
to complete the application process, email the TD Bank US Workplace
Accommodations Program at USWAPTDO@td.com . Include your full name,
best way to reach you, and the accommodation needed to assist you
with the application process.
All qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, sexual orientation,
gender identity, national origin, disability, or status as a
protected veteran.
Federal law prohibits job discrimination based on race, color, sex,
sexual orientation, gender identity, national origin, religion,
age, equal pay, disability and genetic information.
Keywords: TD Bank, Lynn , Small Business Specialist I, Accounting, Auditing , Worcester, Massachusetts
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