Senior SBA Relationship Manager

Small Business Administration Relationship Manager

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 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. This includes :

Pipeline & Opportunity Management

• 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.

Needs Assessment

Present / Pitch

Fulfillment

Follow-Up

Required Qualifications

Competencies / Skills

Equipment Used

PC (MS Windows and Office Products), Salesforce, nCino, and IBIS

Training Required

Completion of Business Banking identified curriculum, e.g. Product knowledge, Cash Flow Analysis, Commercial Credit Underwriting, New Employee Assimilation, etc.

Job Location

Varies by position opening.

Compensation and Benefits

This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.

For a list of benefits for which this position is eligible, please visit

here

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.