SB Banker II - Jacksonville, FL

About the role

The Small Business Banker II role is responsible for deepening relationships with existing Small Business customers within a specified territory. This includes initiating contact with new customers, managing their loan portfolios, and generating sales and referrals to various business partners.

Responsibilities

• Initiates contact with all new Small Business customers within 30 days of account opening
• Completes customer assessments and assigns customers to the appropriate TD Relationship Manager (RMLM, SB Specialist, Store Manager)
• Manages larger and more complex territory, actively calling all new and existing Small Business customers
• Generates sales and referrals to all business partners in the bank
• Manages the loan portfolio within Front End Fulfillment process, ensuring origination, structuring, and closing of all non RMLM Small Business loan requests
• Develops Small Business product expertise to properly vet potential product fits for the customer base
• Ensures superior customer service as measured by CWI
• Manages the renewal process for loans in the Front End Fulfillment process
• Maintains and achieves Small Business Banking sales and business development objectives
• Works closely with the Small Business Credit Center and SBB product groups to ensure satisfactory customer response times for new credit applications
• Reviews and analyzes reports, including pipelines, dashboards, etc., to ensure accurate and complete reporting

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
• Prioritizes understanding and analyzing personal and business financial statements

Qualifications

• Physical requirements: Performing sedentary work, sitting, standing, walking, reaching overhead, bending, squatting, kneeling, pushing, pulling, twisting, concentrating for long periods of time, applying common sense to deal with problems involving standardized situations, reading, writing, and comprehending instructions, adding, subtracting, multiplying, and dividing

Skills

• Strong communication and interpersonal skills
• Ability to manage large and complex loan portfolios
• Knowledge of local market, competitive offers, and economic trends
• Proficiency in using standard office equipment

Benefits

TD offers a comprehensive Total Rewards package which includes base salary and variable compensation/incentive awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

$29.75 - $44.50 USD per hour, commensurate with experience.

Schedule

Full-time position, 40 hours per week.