Small Business Specialist II

TD Bank   •  

Portland, ME

Industry: Financial Services


8 - 10 years

Posted 294 days ago

This job is no longer available.


Job Description
The Small Business Specialist II proactively deepens relationships with existing Small Business customers within a specified territory. The Small Business Specialist II is responsible for ensuring 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.

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:
o Merchant
o Commercial
o Treasury Management
o Credit Card
o Retail (B@W, Money Out, Money In)
o 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


•   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