Small Business Banker II - Lehigh​/Montgomery, PA

Location: Harleysville

Work Location:

Harleysville, Pennsylvania, United States of America

Hours:

40

Pay Details:$29.75 - $44.50 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  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 CWIManages 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 experience7+ 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 –…