Finding the best job has never been easier
Td Bank Small Business Specialist United States, Pennsylvania, Chadds Ford Township 639449256
01.04.2024
Share
Job RequirementsQualifications
- 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.
- Determines the proper relationship manager (RMLM/SB Specialist/Store Manager) for all new to bank customers and assigns appropriately
- 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 application.
- 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
- 5+ Years of related experience
- Two years of calling and lending or credit support related experience at the Small Business level
- Demonstrated ability to achieve and exceed marketing goals
- Needs to be able to understand and analyze personal and business financial statements
These jobs might be a good fit
