Senior SBA Relationship Manager

KeyBank

. Partner with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing business clients with annual sales from $3 to $10 million .

Posted 9/18/2026full-timeBoise • Idaho • United StatesSenior💰 $80,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep expertise in SBA products and lending procedures, with a proven track record in managing client relationships and achieving sales goals. Possesses strong consultative skills to tailor financial solutions and a thorough understanding of business banking products for clients with annual sales of $3–10 million.

Highest-signal resume keywords

SBA Lending ExperienceClient Relationship ManagementSales Goal AchievementFinancial Solutions ConsultingRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SBA Products (7(a), 504, Express)Loan Structuring and ManagementCredit AnalysisRisk AssessmentUnderwriting ProceduresDocumentation ComplianceFinancial Data AnalysisMarket Dynamics UnderstandingBusiness Banking Products KnowledgeSales Strategy Development

Soft Skills

Effective CommunicationAnalytical Problem SolvingCreative Decision MakingRelationship BuildingConsultative Selling

Certifications & Qualifications

Bachelor's Degree in Business or Related Field

Industry Keywords

Business BankingCommercial LoansCenters of InfluenceCommunity EngagementRegulatory StandardsResponsible Lending PracticesFinancial DriversCompetitive OfferingsClient Growth InitiativesSales Compliance

About the role

Key responsibilities & impact

Partner with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing business clients with annual sales from $3 to $10 million
Manage loan opportunities ranging from $500,001 to $5 million
Use a network of centers of influence and internal Business Banking sales partners to generate profitable growth
Serve as a trusted advisor and position client relationships for deeper cross-sales of financial products and services
Provide pertinent financial information and identify and refer cross-marketing opportunities
Research competitors' strengths, weaknesses, product offerings, and pricing
Maintain in-depth knowledge of SBA products and basic knowledge of broader business banking products and services
Prospect for opportunities through internal and external centers of influence and community organizations
Make joint calls with Business Banking and Small Business Relationship Managers to enhance SBA product knowledge
Meet and exceed individual sales goals while contributing to team sales success
Review and analyze personal and business financial data to understand client needs and KeyBank's differentiators
Partner with the credit campus to facilitate underwriting and credit approval
Ensure new customer relationships meet compliance requirements and loan documentation is complete and accurate
Resolve loan document exceptions and understand their causes
Maintain ongoing client contact and offer full-bank solutions supporting client growth initiatives
Adhere to policies and procedures related to sales, regulatory compliance, quality, and client contact strategy
Perform other duties as assigned and comply with KeyBank policies, procedures, values, and Code of Conduct

Requirements

What you’ll need

Bachelor's Degree in business or related field (preferred)
Equivalent experience required
Minimum 5 years of SBA lending experience with demonstrated success in 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 for clients with $3–10M in annual sales, including deposit accounts, credit solutions, and treasury services
Proven ability to meet and exceed sales goals in a high-volume, fast-paced environment
Consultative techniques for tailoring financial solutions to client needs
Experience sourcing business through centers of influence, community engagement, and internal referrals
Knowledge of business operations, financial drivers, and market dynamics
Ability to make sound, timely decisions considering client needs, business priorities, and risk
Ability to identify and resolve client and operational challenges using analytical and creative approaches
Knowledge of regulatory standards, internal policies, and responsible lending practices
Experience structuring and managing commercial loans, including credit analysis, risk assessment, and documentation
Familiarity with banking regulations, market trends, and competitive offerings relevant to small business clients
Effective communication in client meetings, team settings, and community engagements
Ability to travel occasionally, including overnight stays
Ability to perform general office physical demands, including prolonged sitting, frequent PC/laptop use, and occasional lifting/pushing/pulling of computer bags up to 10 lbs

Benefits

Comp & perks

Incentive compensation eligibility, which may include production, commission, and/or discretionary incentives
Benefits eligibility (specific benefits list referenced in posting)
Flexible workspace options where roles can be performed effectively in a mobile environment
Hybrid work arrangement
Reasonable accommodations for qualified individuals with disabilities or disabled veterans