Franchise Relationship Manager

KeyBank•For Those Who Work At Home, UT, UT

1d•$80,000 - $150,000•Hybrid

About The Position

Focuses on acquisition of new clients and expanding share of wallet of existing client portfolio with targeted franchise brands nationwide. Develops and maintains centers of influence relationships in the franchise industry that can be leveraged into profitable relationships. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross- marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing.

Requirements

Undergraduate degree in business/related field or equivalent work experience.
A minimum of five to seven years SBA lending experience.
A minimum of five plus years demonstrated sales and business development experience with proven results.
Relationships with established franchisors and COIs in the franchise lending space.
Demonstrated experience originating and closing franchise loans.
Self-starter who will look to develop relationships with franchisors, franchisees and franchise COIs.
In depth knowledge of SBA products (7(a), 504 and Express) and the SBA Standard Operating Procedures.
Strong customer service skills.
Excellent verbal and written communication skills and strong presentation skills.
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.

Responsibilities

Prospect and sell new clients as well as expand existing client relationships in the franchise industry by consistently delivering the BB value proposition.
Maintain 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.
Employ a disciplined approach to prospecting.
Generate pipeline via established relationships with external centers of influence.
Identify and recommends eligible franchise concepts for new business development.
Actively participates in industry organizations to source business development opportunities and demonstrate Key’s commitment to franchising.
Maintain a current comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings.
Understand what differentiates KeyBank and develop your unique sales approach that differentiates you in the marketplace.
Proactively grow full client relationships (deposit/credit relationships), aggressively manage non-profitable client relationships to profitable levels or to alternative delivery channels.
Become proficient at uncovering what will motivate a prospect to purchase our services.
Serve as a resource and contact point for Key Bank for franchising.
Actively listen to concerns, present solutions to decision makers and obtain a clear yes, no or next step.
Ensure 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.
Ensure ongoing contact with new clients to enhance client’s initial experience with Key.
Solicit satisfied clients for referrals to others they know who may need your services on a regular basis.
Aggressively pursue client acquisition and fee income goals by successfully closing profitably structured deals.
Acts as a mentor to less experienced and/or new team members.
Provides feedback to corporate partners regarding new product development.