KeyBank
Banking
SBARelationshipManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“SBA Relationship Manager at KeyBank”
Industry & Context.
Full Job Description
**Location:** 726 Exchange Street, Buffalo New York **Job Summary** 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 centers of influence (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. **Essential Functions** * Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products and 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 the bank’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 needs, based on the review and analysis of personal and business financial data and clearly understands what differentiates the bank 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
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