SBA Relationship Lead — Growth, Cross-Sell & Lending

KeyBank; Harmonville (PA); Hybrid; USD 80,000 - 150,000; Full time

Job summary

KeyBank seeks a seasoned Business Banking professional in Plymouth Meeting, PA to partner with Relationship Managers and grow a client base with annual sales of $3–$10 million and SBA loan sizes from $500,001 to $5 million. You will leverage COIs and internal partners to source opportunities, present SBA and banking solutions, and guide clients through underwriting and documentation.

This role emphasizes compliance, cross-selling, and building long-term client relationships to drive growth for

Qualifications

• SBA knowledge and lending product familiarity.
• Ability to source business via COIs and referrals.
• Meet and exceed sales goals in a high-volume environment.
• Understanding client needs and cross-sell across bank products.

Responsibilities

• Maintain knowledge of SBA products and competitive offerings.
• Prospect opportunities via COIs and referrals.
• Joint calls with BBRMs and SBRMs to improve SBA knowledge.
• Ensure compliance and accurate loan documentation.
• Support client growth and cross-sell across bank products.

Skills

SBA products expertise

SBA underwriting

COIs & referrals

Cross-selling

Relationship management

Credit analysis

Regulatory compliance

Education

Bachelor's degree in business or related field

Equivalent experience

Job description

KeyBank seeks a seasoned Business Banking professional in Plymouth Meeting, PA to partner with Relationship Managers and grow a client base with annual sales of $3–$10 million and SBA loan sizes from $500,001 to $5 million. You will leverage COIs and internal partners to source opportunities, present SBA and banking solutions, and guide clients through underwriting and documentation.

This role emphasizes compliance, cross-selling, and building long-term client relationships to drive growth for