SB Banker II - Calverton, MD

Job Summary

The Small Business Banker II proactively deepens relationships with existing Small Business customers within a specified territory, ensures equitable access to banking products across communities, and manages the front-end fulfillment of Small Business loan requests.

Work Location:

Calverton, Maryland, United States of America

Hours:

40 per week

Pay: $32.00 - $47.75 USD per hour (or as applicable)

• Conduct customer assessments within 30 days of new Small Business customers opening accounts.
• Assign customers to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager) based on assessment results.
• Actively call and meet with new and existing Small Business customers to deepen relationships, manage service issues, and identify product needs.
• Generate sales and referrals to bank partners (RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail, Wealth).
• Directly manage a group of store loan portfolios within the Front End Fulfillment process, responsible for origination, structuring, and closing of all non-RMLM Small Business loan requests.
• Develop Small Business product expertise to assess potential product fits for customer base.
• Coordinate with Stores and Commercial Bank to ensure superior customer service measured by CWI.
• Maintain portfolio of all loans in Front End Fulfillment, performing relationship checkups and renewal processes.
• Contribute to achievement of Small Business Banking sales and business development objectives by meeting or exceeding individual sales goals.
• Analyze local market, competitive offers, and economic trends.
• Collaborate with the Small Business Credit Center and product groups for timely credit application responses.
• Review reports, dashboards, pipelines, etc., to ensure accurate and complete reporting and evaluate performance weekly.

• Bachelor’s degree or equivalent experience.
• 7+ years of related experience.
• At least 4 years of calling, lending, or credit support at the Small Business level.
• Demonstrated ability to achieve and exceed marketing goals.
• Proven ability to understand and analyze personal and business financial statements.

• 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 – Never
• Pushing – Occasional
• Pulling – Never
• Twisting – Never
• Concentrating for long periods of time – Continuous
• Applying common sense to deal with problems – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at  with your name, contact information, and requested accommodation.