Senior SBA Relationship Manager

KeyBank • Beaverton, OR

114d

About The Position

The Business Banking Mission is to be our client's trusted advisor by providing financial solutions that help our clients grow profitably. 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.

Requirements

• Undergraduate degree in business/related field or equivalent work experience.
• A minimum of 5 years' experience in SBA lending.
• A minimum of 5 years' experience in demonstrated sales and business development.
• Strong customer service skills.
• Excellent verbal and written communication skills.
• 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 personal and commercial financial statements.
• Proven experience with commercial lending and small business operations.
• Proficient in personal computer applications.

Responsibilities

• Prospect and sell new clients as well as expand existing client relationships.
• Deliver the BB value proposition consistently.
• Maintain an in-depth knowledge of SBA products and a basic knowledge of broader business banking products.
• Employ a disciplined approach to prospecting.
• Impact district referral pipeline via established internal and external centers of influence.
• Participate in community organizations to source business development opportunities.
• Generate leads using databases, COIs, industry trade groups, and internal KeyBank partnerships.
• Maintain a current comprehensive understanding of client’s needs.
• Proactively grow full client relationships.
• Manage non-profitable client relationships to profitable levels.
• Make joint calls with BBRMs and SBRMs to enhance SBA product knowledge.
• Actively listen to client concerns and present solutions.
• Function as client’s credit sponsor with credit campus.
• Ensure compliance requirements are met for new customer relationships.
• Solicit satisfied clients for referrals.
• Aggressively pursue district client acquisition and fee income goals.

Benefits

• Flexible, inclusive work environment.
• Opportunities to grow in your position and your career.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees