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SB Specialist I - Philadelphia, PA

Company: TD Bank
Location: Philadelphia
Posted on: May 16, 2022

Job Description:

TD DescriptionAbout TD Bank, America's Most Convenient Bank - TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth -, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit DescriptionThe 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.Job RequirementsActively calls all New Small Business customers that have opened accounts in partner stores and completes a customer assessmentActively calls SB customers assigned and meets with them as necessary to deepen relationship, manage customer service issues, and identify product needsActively 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 Money Out, Money In), WealthAssigns SB Customers to proper TD Relationship Manager based on customer parametersDirectly 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 baseWorks with the Stores and Commercial Bank to ensure superior Customer service as measured by CWIManages 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 appropriatelyPossesses comprehensive knowledge of the local market, competitive offers, and economic trendsWorks 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 weeklyMust be eligible for employment under regulatory standards applicable to the position.QualificationsBachelor's Degree or equivalent experience5+ Years of related experienceTwo years of calling and lending or credit support related experience at the Small Business levelDemonstrated ability to achieve and exceed marketing goalsNeeds to be able to understand and analyze personal and business financial statementsInclusivenessAt TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential. If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Keywords: TD Bank, Philadelphia , SB Specialist I - Philadelphia, PA, Hospitality & Tourism , Philadelphia, Pennsylvania

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