Location:
401 Plymouth Road, Plymouth Meeting Pennsylvania
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 all loan document exceptions; understands how and why an exception occurred.
Maintains ongoing contact with clients and offers the full bank to help support client growth initiatives.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's degree in business or related field (preferred)
OR equivalent experience (required)
Work Experience
A minimum of 1 year of experience in financial services with experience in developing current and new customer relationships, achieving sales goals and building referral sources. (preferred)
Demonstrated small business deposit/credit experience and familiarity with small business operations. (preferred)
Skills
Ability to understand how businesses operate, including financial drivers, market dynamics, and strategic priorities, to effectively position banking solutions.
Commitment to understanding and meeting the needs of small business clients, building trust through personalized service and long-term relationship management.
Expertise in financial products and services tailored to small businesses, including SBA loans and credit solutions for businesses with $3–10 million in annual sales.
Skill in identifying client needs and presenting tailored financial solutions that drive value and close sales.
Ability to proactively identify and pursue new business opportunities through networking, community engagement, and internal referrals.
Ongoing management of client relationships, ensuring satisfaction, retention, and growth through cross-selling and regular engagement.
Familiarity with banking regulations, products, and services, especially those relevant to small business clients such as SBA lending…