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Small Business Specialist I - Smithtown, NY

Company: TD Bank
Location: Smithtown
Posted on: May 5, 2022

Job Description:

The Small Business Specialist I proactively deepens relationships with existing Small Business customers within a specified territory. The Small Business Specialist I ensures equal access to banking products and services across all communities including businesses in low-to-moderate income areas and minority communities. This job 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.

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.

New York


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

Work Location:
714 Smithtown Bypass

Business Line:

Job Category - Primary:
Commercial Banking

Job Category(s):
Commercial Banking

**Province/State (Primary):
New York

City (Primary):

Job Family:
Commercial Lending

Time Type:
Full Time

Employment Type:

Hours/Availability Detail:

Keywords: TD Bank, Westport , Small Business Specialist I - Smithtown, NY, Hospitality & Tourism , Smithtown, Connecticut

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