Small Business Outbound Lead Generation Specialist II

TD Description

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit Find TD Bank on Facebook at and on Twitter at

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit

Job Description

The Small Business Outbound Lead Generation Specialist II is responsible for outbound cold call prospecting with the goal of cultivating meetings and warm leads for Store Managers and Small Business Relationship Managers (SBRM's). Consistently meets or exceeds key performance indicators. Individual must thrive to be in a hunting sales environment.

Job Requirements

Discovers, identifies and uncovers targeted, potential prospects and their associated needs/drivers
Provides feedback to Lead Generation Manager and other Small Business Banking personnel in regards to improving calling effectiveness
Understands and effectively articulates the features, benefits and business value represented by TD Bank Small Business solution offerings
Mentors junior SB Outbound Lead Generation Specialists
Works closely with all members of the account teams
Responsible for outbound calling into new and assigned accounts within a designated geographic territory
Responsible for cross-selling and up-selling to generate new business within Small Business, as well as, products and /or services within Commercial / Retail banking environment
Maintains a positive, professional Wow attitude throughout the telephone process
Drives, creates and cultivates meetings and warms leads for store managers and Small Business Relationship Managers
Builds a sustainable pipeline for the assigned territory within Small Business Banking
Meets or exceeds key performance indicators such as calls, conversations, meetings and production metrics
Drives demand through intensive calling activities 80 to 100 minimum outbound calls per day
Documents the lead generation process within

  • Must be eligible for employment under regulatory standards applicable to the position.

  • Qualifications

    4 Year Degree or equivalent experience
    2-4 Years of related experience
    Teamwork and results oriented individual
    Demonstrated success in a competitive outbound sales environment
    Effective time management practices to properly support organizational activities
    Strong experience with driving highly qualified leads and building pipeline for sale
    Demonstrated leadership attributes and has the desire to pursue management opportunities
    Previous experience mentoring 3 to 5 individuals while meeting/exceeding assignments
    Excellent tele-prospecting, selling, and objection handling skills
    Excellent communications skills, both oral and written, with all levels within an organization
    Sound understanding of business accounting principles and ability to apply these accounting principles when speaking with Small Business owners
    Detail oriented, enthusiastic and a quick learner
    Proficient in Microsoft Word and Excel
    Strong knowledge of Sales Force Automation Applications. experience a plus


    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 . 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.