Senior SBA Relationship Manager

KeyCorp
Boise, Salt Lake City
Workplace: HybridFull timeUSD 80,000 - 150,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Consultative techniques","Client relationship management","Analytical thinking","Compliance mindset","Communication"]

Partner with Business Banking Relationship Managers to acquire new business clients and expand share of wallet for SBA borrowers. Serve as a trusted advisor by providing financial insight, identifying cross-marketing opportunities, and supporting deeper cross-sales across appropriate products. Prospect through centers of influence and community engagement, conduct joint calls, and work with the credit campus to facilitate underwriting, documentation, compliance, and loan exception resolution.

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FursaFursa
KeyCorp
KeyCorp
11 hours ago

Senior SBA Relationship Manager

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Last checked: 11 hours agoStatus: Live

Job Summary

Partner with Business Banking Relationship Managers to acquire new business clients and expand share of wallet for SBA borrowers. Serve as a trusted advisor by providing financial insight, identifying cross-marketing opportunities, and supporting deeper cross-sales across appropriate products. Prospect through centers of influence and community engagement, conduct joint calls, and work with the credit campus to facilitate underwriting, documentation, compliance, and loan exception resolution.
Location: Boise, Salt Lake City
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire new clients and expand share of wallet for business customers with annual sales from $3M to $10M and loan sizes between $500,001 and $5M.
  • •Develop and maintain SBA knowledge and participate in district referral pipeline activities through internal/external centers of influence and community involvement.
  • •Make joint calls with Business Banking Relationship Managers (BBRMs) and Senior Business Relationship Managers (SBRMs) to enhance SBA product knowledge.
  • •Support the underwriting process by partnering with the credit campus and ensuring loan documentation is complete, correct, and exception-free.
  • •Maintain ongoing client contact to understand needs, provide pertinent financial information, and identify/referring cross-marketing and cross-sales opportunities.
Travel: Low travel

Pay and Benefits

Salary: USD 80,000 - 150,000 annually

Key Requirements

  • •Bachelor's degree in business or related field (preferred) or equivalent experience (required).
  • •Minimum 5 years of experience in SBA lending with demonstrated success managing client relationships, achieving sales goals, and building referral sources (preferred).
  • •Deep expertise in SBA products (7(a), 504, Express) and lending procedures including underwriting, documentation, and compliance.
  • •Understanding of business banking products and services to support clients with $3–10M in annual sales, including deposit accounts, credit solutions, and treasury services.
  • •Ability to meet and exceed sales goals in a high-volume, fast-paced environment using effective client engagement and closing strategies.
Experience:5+ years
Education:Bachelor's in business or related field
Skills:Consultative techniquesClient relationship managementAnalytical thinkingCompliance mindsetCommunication

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
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