Community Small Business Advisor
TD Bank 1,891 reviews - Greater Sudbury, ON

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TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network, telephone, internet banking, and ‘TD Green Machine’ automated banking machines.

The Small Business Advisor provides Small Business owners with exceptional service and sound financial advice to meet their diverse credit, deposit, cash management and payment processing needs. The role contributes to the overall branch success by achieving sales through business development, retention and referrals. The role is responsible for retaining and expanding existing client relationships within the community and is required to network with local business leaders to establish quality centers of influence that will refer business. The Small Business Advisor reports directly to the Branch Manager with an indirect reporting relationship with an Area Manager from the Business Bank. The Area Manager provides the Small Business Advisor guidance and coaching specific to Small Business banking priorities, sales activity management and credit deal support.

Customer Experience

Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver legendary customer experiences and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations

Provide sound advice at every customer interaction, contributing to a positive customer experience

Ensure customer problems are handled appropriately, escalating issues when necessary

Contribute to the ongoing improvement of the overall customer experience

Possess expert knowledge of TD Canada Trust Business Banking products and services, and sound knowledge of products offered by other internal bank partners

Possess comprehensive knowledge of the local market, competitive offers, and economic trends

Work closely with the Area Manager to ensure all Business Banking customers are serviced in the channel best suited to meet their requirements

Work closely with the Small Business Credit Centre, Credit Services and SBB product groups to ensure satisfactory customer response times for new credit applications

Ensure customer areas are professional and inviting in appearance

Develop and Manage the Team / Teamwork

Contribute to a positive working environment

Actively participate in the performance management process

Meet professional/personal development objectives by utilizing learning maps and external courses as required

Actively participate in regular meetings and coaching sessions

Provide guidance, support and coaching to other team members on Business Banking products

Additional Information Business Results

Develop and deepen the banking relationships of new and existing Small Business Banking customers and provide them with appropriate products and services for their small business needs

Identify and refer customers to internal Bank partners as appropriate, including all personal financial needs

Contribute toward the achievement of Small Business Banking sales and business development objectives by meeting or exceeding individual sales goals to contribute to the achievement of the overall branch business objectives

Develop and maintain relationships with Commercial Banking, Agriculture Account managers and Wealth Partners to ensure a coordinated market approach to Business Banking Services within the District

Maintain excellent knowledge and understanding of small business fundamentals and TD Canada Trust products and services; act as an advisor and branch resource on Business Banking solutions that match customers needs

Plan and execute business development activities

Effective use of Small Business Banking (SBB) pipeline performance tool

Proactively promote TD Canada Trust’s image within the business community through participation and leadership in community business groups, initiatives, fundraisers, etc.

Internal Practices & Processes

Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non credit losses.

Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations

Understand and apply bank/branch operating policies and procedures

Ensure necessary due diligence is taken to support the accuracy of all customer transactions

It is understood that you will have flexibility to work evenings and weekends when required on a rotational basis as part of the branch team.

About this company
1,891 reviews
TD is the sixth largest bank in North America by branches and serves over 22 million customers in three key businesses operating in a number...