Senior SBA Sales Relationship Manager

Location:

1301 5th Avenue, Seattle Washington

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 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 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.
• Main...

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