KeyBank · 4 days ago
Senior SBA Relationship Manager
Beaverton, OR
Full-time
Onsite
Senior Level
$79K/yr - $146K/yr
5+ years expKeyBank is a financial services company that provides a range of banking solutions. They are seeking a Senior SBA Relationship Manager to partner with Business Banking Relationship Managers to acquire new clients and expand existing client relationships, while delivering tailored financial solutions to meet client needs.
Banking
Hiring Manager
Yvette Fulton
Responsibilities
Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with loan sizes between $500,001 and $5 million
Works with the Business Banking Sales Leader to develop the business plan for the SBA line for their district
Implements the training and internal business development strategies outlined by district
Utilizes a robust network of local centers of influence in the market that can be leveraged into profitable relationships
Builds and maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience
Working as the trust advisor, positions the client relationship for deeper cross-sales by their relationship manager for a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities
Researches and understands competitors’ strengths/weaknesses and product offerings/pricing
The role of the Small Business Administration Relationship Manager (SBA RM) is to prospect and sell new clients as well as expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued, and solutions are provided to simplify their lives)
The SBA RM will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience
Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products services as well as knowledge of competitors and competitive products
Employs a disciplined approach to prospecting
Impacts district referral pipeline via established internal and external centers of influence
Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community
Generates leads by utilizing all resources available using databases, COIs, industry trade groups, and internal KeyBank partnerships
Maintains a current comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data
Understands what differentiates KeyBank and develop your unique sales approach that differentiates you in the marketplace
Proactively grows full client relationships (deposit/credit relationships), aggressively manages non-profitable client relationships to profitable levels or to alternative delivery channels
Becomes proficient at uncovering what will motivate a prospect to purchase our services
Makes joint calls with BBRMs and SBRMs to enhance their SBA product knowledge
Actively listens to concerns, presents solutions to decision makers and obtain a clear yes, no or next step
Functions as client’s credit sponsor with credit campus to facilitate the underwriting process and credit approval
Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred
Ensures ongoing contact with new clients to enhance client’s initial experience with Key
Solicits satisfied clients for referrals to others they know who may need your services on a regular basis
Aggressively pursues district client acquisition and fee income goals by successfully closing profitably structured deals
Qualification
Required
Undergraduate degree in business/related field or equivalent work experience
A minimum of 5 years' experience in SBA lending experience required
A minimum of 5 years' experience in demonstrated sales and business development experience with proven results required
Strong customer service skills
Excellent verbal and written communication skills and strong presentation skills
In depth knowledge of SBA products (7(a), 504 and Express) and the SBA Standard Operating Procedures
Knowledgeable of financial products and banking regulations
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of commercial lending and small business operations
Proficient in personal computer applications
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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