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Small Business Specialist I

Company: TD Bank
Location: Worcester
Posted on: June 4, 2024

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, Worcester , Small Business Specialist I, Accounting, Auditing , Worcester, Massachusetts

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