SBA Sales Relationship Manager

SBA Sales Relationship Manager

Requirements

• Undergraduate degree in business/related field or equivalent work experience.
• Minimum of two (2) years in financial services with experience in developing current and new customer relationships, achieving sales goals and building referral sources.
• Demonstrated small business deposit/credit experience and familiarity with small business operations.
• Strong customer service skills.
• Excellent verbal and written communication skills and strong presentation skills.
• Financial services product knowledge.
• Understanding of personal and commercial financial statements.
• Proficient in personal computer applications.

Responsibilities

• Prospect and sell new clients as well as expand existing client relationships 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.
• Impact district referral pipeline via established internal and external centers of influence.
• Actively participate in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
• Generate leads by utilizing all resources available using databases, COIs, industry trade groups, and internal KeyBank partnerships.
• Maintain a current comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data.
• 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.
• Make joint calls with BBRMs and SBRMs to enhance their SBA product knowledge.
• Actively listen to concerns, present solutions to decision makers and obtain a clear yes, no or next step.
• Function as client’s credit sponsor with credit campus to facilitate the underwriting process and credit approval.
• Ensure that new customer relationships consistently meet all compliance requirements; ensure all documents with loan are completed, correct and sent with loan documentation; work to resolve all loan document exceptions; understand 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 district client acquisition and fee income goals by successfully closing profitably structured deals.

Preferred Qualifications

No preferred qualifications provided.