Senior SBA Relationship Manager

About the role

Location: 702 W Idaho, Boise Idaho. Partners with Business Banking Relationship Managers (BBRMs) 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. Utilizes a robust network of COIs and internal Business Banking sales partners to generate sound profitable growth. Works as the trusted 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. Work Location Category: Hybrid (Sales). Occasional travel may include overnight stay. Physical demands: general office setting with prolonged sitting, face‑to‑face or phone communication, frequent PC/laptop use, occasional lifting/pushing/pulling of backpacks or computer bags up to 10 lbs.

Responsibilities

• 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.
• Prospects for opportunities and impacts district referral pipeline via established internal and external COIs; actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
• Makes joint calls with BBRMs and SBRMs to enhance their SBA product knowledge.
• Meets and exceeds individual sales goals while contributing to the overall sales success of the team.
• Maintains a current comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data and clearly understands what differentiates KeyBank in the marketplace.
• Partners with the 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.
• Maintains ongoing contact with clients