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SB Banker II - Tampa, FL
TD
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About this role
Work Location: Tampa, Florida, United States of America Hours: 40 Pay Details: $29.75 - $44.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business: Personal & Commercial Banking Job Description: 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.
Depth & Scope: • 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: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • 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 lbs.) – Never • Squatting – Occasional • Bending – Occasional • Kneeling – Never • Crawling – Never • Climbing – Never • Reaching overhead – Never • Reaching forward – Occasional • Pushing – Never • Pulling – Never • Twisting – Never • Concentrating for long periods of time – Continuous • Applying common sense to deal with problems involving standardized situations – Continuous • Reading, writing and comprehending instructions – Continuous • Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
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.
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Salary insight
This posting doesn't disclose pay. Across 156 Tampa jobs with disclosed salaries on ForgeApply, the median is $120k.
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
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