SB Banker II - Coral Springs, FL
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to extract content: Work Location, Hours, Pay Details, description, responsibilities, education & experience, physical requirements, etc.
We must not repeat job title as heading. No Job ID. Remove boilerplate: cookie/navigation/legal/EEO etc. Also remove "Our Total Rewards Package" maybe? That's benefits? It includes benefits description. We can include Benefits section if there is substantive content. The posting includes "Our Total Rewards package reflects the investments we make...". That's benefits. Also "Learn more" etc. We can include Benefits with that content.
Pay: we have Pay Details $29.75 - $44.50 USD. Also mention base pay may vary etc. So we can include Pay section with that.
Schedule: Hours 40 (presumably 40 hours per week). So we can include Schedule section with "40 hours per week".
Location: maybe not a heading; could be in a short p.
We need sections: About the role (maybe from Job Description paragraph). Responsibilities (list of duties). Requirements (Education & Experience). Qualifications maybe overlapping; but we can combine. Skills maybe from "Demonstrated ability to achieve and exceed marketing goals", "Proven ability to understand and analyze personal and business financial statements". Also "Possesses comprehensive knowledge of the local market, competitive offers, and economic trends". Could be skills.
We must not create sections with filler. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting, but we can format them.
We must not include boilerplate like "The above statements are intended to describe the general nature..." maybe that's substantive? It's a disclaimer; could be considered boilerplate but it's part of description. Might keep? It's not cookie/navigation/legal/EEO. It's a generic statement; maybe we can keep but it's not essential. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. That statement is not exactly those; but it's a generic disclaimer. Might keep? Safer to keep as part of About the role? Might be considered boilerplate but not explicitly listed. I'd keep it as part of About the role.
Also "Who We Are" section is substantive about TD; could be About the role or maybe separate "About TD". But we only have headings list; we could put under About the role.
We need to avoid duplicating lines.
Let's extract:
Work Location: Coral Springs, Florida, United States of America
Hours 40
Pay Details $29.75 - $44.50 USD
Line Of Business Personal & Commercial Banking
Job Description paragraph: "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."
Then "Depth & Scope" bullet list (actually sentences). Let's list responsibilities:
- 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: list with percentages etc. Could be included under Requirements or maybe a separate section? Not in headings list. Could be part of Requirements as prose.
We also have "The above statements are intended to describe the general nature..." we could include as note.
Who We Are: description of TD.
Our Total Rewards Package: description of benefits.
Additional Information: includes colleague development, training & onboarding, interview process, accommodation. Some of that is boilerplate? Accommodation is EEO related but maybe keep? It's about accommodation for disability; could be considered EEO but it's specific instruction. Might be considered boilerplate? The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. Accommodation request is related to EEO; maybe remove. Also "Interview Process" maybe application instructions? It's about process; could be considered application instructions. Might remove. "Training & Onboarding" maybe not boilerplate but could be considered part of Benefits? It's about development; could be included under Benefits or separate? Not in headings list. Could be omitted.
We need to preserve ALL substantive information; but we must remove boilerplate. The lines about accommodation, interview process, training & onboarding might be considered part of application instructions? Not exactly. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So interview process is application instructions; remove. Training & onboarding maybe not application instructions but could be considered part of benefits? Might keep as part of Benefits? But it's not benefits; it's about training. Could be part of "About the role" or "Responsibilities"? Not exactly. Might be safer to keep as a short paragraph under "About the role" or maybe under a new heading "Development"? Not allowed headings list only those specific. So we could incorporate into Benefits? Not ideal. Could omit as it's not strictly required? But we must preserve ALL substantive information. If we omit training & onboarding, we lose info. However maybe it's considered boilerplate? Not sure.
Given the headings list, we can only use those headings. So we need to fit all substantive info under those headings. We can put training & onboarding under Benefits? Not accurate. Could put under "About the role" as part of description. That seems okay.
Similarly, "Additional Information" includes colleague development etc. Could be under Benefits or About the role.
We need to avoid duplication.
Let's craft sections:
About the role
Work Location: Coral Springs, Florida, United States of America. Hours: 40 hours per week. Line of Business: Personal & Commercial Banking.
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.
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Responsibilities
- 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
Requirements
- 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 (percentage of time): Domestic Travel – Occasional; International Travel – Never; Performing sedentary work – Continuous; Performing multiple tasks – Continuous; Operating standard office equipment - Continuous; 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
for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting, but we can format them. We must not include boilerplate like "The above statements are intended to describe the general nature..." maybe that's substantive? It's a disclaimer; could be considered boilerplate but it's part of description. Might keep? It's not cookie/navigation/legal/EEO. It's a generic statement; maybe we can keep but it's not essential. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. That statement is not exactly those; but it's a generic disclaimer. Might keep? Safer to keep as part of About the role? Might be considered boilerplate but not explicitly listed. I'd keep it as part of About the role. Also "Who We Are" section is substantive about TD; could be About the role or maybe separate "About TD". But we only have headings list; we could put under About the role. We need to avoid duplicating lines. Let's extract: Work Location: Coral Springs, Florida, United States of America Hours 40 Pay Details $29.75 - $44.50 USD Line Of Business Personal & Commercial Banking Job Description paragraph: "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." Then "Depth & Scope" bullet list (actually sentences). Let's list responsibilities: - 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: list with percentages etc. Could be included under Requirements or maybe a separate section? Not in headings list. Could be part of Requirements as prose. We also have "The above statements are intended to describe the general nature..." we could include as note. Who We Are: description of TD. Our Total Rewards Package: description of benefits. Additional Information: includes colleague development, training & onboarding, interview process, accommodation. Some of that is boilerplate? Accommodation is EEO related but maybe keep? It's about accommodation for disability; could be considered EEO but it's specific instruction. Might be considered boilerplate? The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. Accommodation request is related to EEO; maybe remove. Also "Interview Process" maybe application instructions? It's about process; could be considered application instructions. Might remove. "Training & Onboarding" maybe not boilerplate but could be considered part of Benefits? It's about development; could be included under Benefits or separate? Not in headings list. Could be omitted. We need to preserve ALL substantive information; but we must remove boilerplate. The lines about accommodation, interview process, training & onboarding might be considered part of application instructions? Not exactly. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So interview process is application instructions; remove. Training & onboarding maybe not application instructions but could be considered part of benefits? Might keep as part of Benefits? But it's not benefits; it's about training. Could be part of "About the role" or "Responsibilities"? Not exactly. Might be safer to keep as a short paragraph under "About the role" or maybe under a new heading "Development"? Not allowed headings list only those specific. So we could incorporate into Benefits? Not ideal. Could omit as it's not strictly required? But we must preserve ALL substantive information. If we omit training & onboarding, we lose info. However maybe it's considered boilerplate? Not sure. Given the headings list, we can only use those headings. So we need to fit all substantive info under those headings. We can put training & onboarding under Benefits? Not accurate. Could put under "About the role" as part of description. That seems okay. Similarly, "Additional Information" includes colleague development etc. Could be under Benefits or About the role. We need to avoid duplication. Let's craft sections:
About the role
Work Location: Coral Springs, Florida, United States of America. Hours: 40 hours per week. Line of Business: Personal & Commercial Banking.
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.
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Responsibilities
- 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
Requirements
- 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 (percentage of time): Domestic Travel – Occasional; International Travel – Never; Performing sedentary work – Continuous; Performing multiple tasks – Continuous; Operating standard office equipment - Continuous; 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