Client Relationship Manager

Location: For Those Who Work At Home, Utah ABOUT THE JOB (JOB BRIEF): Focuses on acquisition of new clients and expanding share of wallet of existing client portfolio with targeted franchise brands nationwide. Develops and maintains centers of influence relationships in the franchise industry that can be leveraged into profitable relationships. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross- marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS: The role of the Senior Franchise Sales Rep is to prospect and sell new clients as well as expand existing client relationships in the franchise industry 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). This Includes The Senior Franchise Sales Rep. will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. Pipeline & Opportunity Management Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products services as well as knowledge of competitorsand competitive products. Employs a disciplined approach to prospecting. Generates pipeline via established relationships with external centers of influence. Identify and recommends eligible franchise concepts for new business development Actively participates in industry organizations to source business development opportunities and demonstrate Key's commitment to franchising. Needs Assessment Maintains 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/Pitch Proactively 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. Serves as a resource and contact point for Key Bank for franchising Fulfillment Actively listens to concerns, presents solutions to decision makers and obtain a clear yes, no or next step. 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-Up Ensures ongoing contact with new clients to enhance client's initial experience with Key Solicits satisfied clients for referrals to others they know who may need your services on a regular basis. Aggressively pursues client acquisition and fee income goals by successfully closing profitably structured deals. Marginal Or Peripheral Functions Acts as a mentor to less experienced and/or new team members. Provides feedback to corporate partners regarding new product development. REQUIRED QUALIFICATIONS: Undergraduate degree in business/related field or equivalent work experience. A minimum of five to seven years SBA lending experience. A minimum of five plus years demonstrated sales and business development experience with proven results. Relationships with established franchisors and COIs in the franchise lending space Demonstrated experience originating and closing franchise loans Self-starter who will look to develop relationships with franchisors, franchisees and franchise COIs In depth knowledge of SBA products (7(a), 504 and Express) and the SBA Standard Operating Procedures. Strong customer service skills. Excellent verbal and written communication skills and strong presentation skills. Knowledgeable of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial lending and small business operations. Proficient in personal computer applications. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 09/20/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing View email address on click.appcast.io. #LI-Remote #J-18808-Ljbffr