Sales Rep, SBA

Sales Rep, SBA

30 Nov 2024
Washington, Seattle-tacoma 00000 Seattle-tacoma USA

Sales Rep, SBA

Vacancy expired!

JOB ID-33810BRESSENTIAL JOB FUNCTIONSThe role of the Small Business Administration Sales Representative is to prospect and sell new clients as well as expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives).The SBA Sales Rep will be responsible for functions that align with the Key Sales Process (Pipeline .and.amp; Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes:Pipeline .and.amp; Opportunity ManagementMaintains 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.Employs a disciplined approach to prospecting.Impacts market referral pipeline via established internal and external centers of influence.Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.Generates leads by utilizing all resources including desktop, branch network, COIs, LOB and product partners, First Research, etc.Needs AssessmentMaintains a current comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings.Understands what differentiates KeyBank and develop your unique sales approach that differentiates you in the marketplace.Present/PitchProactively grows full client relationships (deposit/credit relationships), aggressively manages non-profitable client relationships to profitable levels or to alternative delivery channels.Becomes proficient at uncovering what will motivate a prospect to purchase our services.Makes joint calls with BBRMs and SBRMs to enhance their SBA product knowledgeServes as a resource and contact point for Key Bank retail staff regarding the SBA program and products.FulfillmentActively listens to concerns, presents solutions to decision makers and obtain a clear yes, no or next step.Functions as client’s credit sponsor with Business Service Center 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.Follow-UpEnsures ongoing contact with new clients to enhance client’s initial experience with KeySolicits satisfied clients for referrals to others they know who may need your services on a regular basis.Aggressively pursues district client acquisition and fee income goals by successfully closing profitably structured deals.MARGINAL OR PERIPHERAL FUNCTIONSActs as a mentor to less experienced and/or new team members.Provides feedback to corporate partners regarding new product development.Coaches branch employees to enhance Business Banking selling skills/ knowledge.REQUIRED QUALIFICATIONSUndergraduate degree in business/related field or equivalent work experience.Five to seven years SBA lending experience.Fiv

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