SB Banker II - Tampa, FL

About the role

The Small Business Banker II proactively deepens relationships with existing Small Business customers within a specified territory, ensuring 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 and assigns customers to the proper TD Relationship Manager based on the assessment results.

Responsibilities

• Manages a larger and more complex territory.
• Actively calls all new Small Business customers that have opened accounts in partner stores and completes a customer assessment.
• Engages with assigned Small Business customers to deepen relationships, manage customer service issues, and identify product needs.
• Generates sales and referrals to business partners (RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail, Wealth) to meet the comprehensive financial needs of Small Businesses.
• Assigns Small Business customers to the proper TD Relationship Manager based on customer parameters.
• Directly manages a group of stores' loan portfolio within the Front End Fulfillment process, responsible for 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.
• Collaborates with Stores and Commercial Bank to ensure superior customer service as measured by CWI.
• Manages a portfolio of all loans in the Front End Fulfillment process, including relationship checkups and the renewal process.
• Contributes to 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 reports (e.g., pipelines, dashboards) 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 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

• Domestic Travel: Occasional (1-33%)
• International Travel: Never (0%)
• Performing sedentary work: Continuous (67-100%)
• Performing multiple tasks: Continuous (67-100%)
• Operating standard office equipment: Continuous (67-100%)
• Responding quickly to sounds: Occasional (1-33%)
• Sitting: Continuous (67-100%)
• Standing: Occasional (1-33%)
• Walking: Occasional (1-33%)
• Moving safely in confined spaces: Occasional (1-33%)
• Lifting/Carrying (under 25 lbs.): Occasional (1-33%)
• Lifting/Carrying (over 25 lbs.): Never (0%)
• Squatting: Occasional (1-33%)
• Bending: Occasional (1-33%)
• Kneeling: Never (0%)
• Crawling: Never (0%)
• Climbing: Never (0%)
• Reaching overhead: Never (0%)
• Reaching forward: Occasional (1-33%)
• Pushing: Never (0%)
• Pulling: Never (0%)
• Twisting: Never (0%)
• Concentrating for long periods of time: Continuous (67-100%)
• Applying common sense to deal with problems involving standardized situations: Continuous (67-100%)
• Reading, writing, and comprehending instructions: Continuous (67-100%)
• Adding, subtracting, multiplying, and dividing: Continuous (67-100%)

Pay

$29.75 - $44.50 USD per hour. The base pay offered may vary based on skills, experience, job-related knowledge, geographic location, and other business and organizational needs.

Benefits

TD’s Total Rewards package includes:

• Base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards).
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off (Vacation PTO, Flex PTO, and Holiday PTO).
• Banking benefits and discounts.
• Career development and reward/recognition programs.

TD provides training and onboarding sessions, regular development conversations, access to online learning platforms, and mentoring programs to support career growth.