Senior SBA Lending & Client Growth Strategist

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

Job summary

KeyCorp in Plymouth Meeting, PA seeks an SBA Relationship Manager to acquire new clients and grow existing portfolios with annual sales of $3–$10M and loan sizes up to $5M. You’ll collaborate with BBRMs to deliver a broad suite of SBA products and cross-sell related banking services.

You’ll leverage COIs, maintain strong client relationships, and navigate underwriting with the credit team. Expect a hybrid work model and a focus on compliant, value-driven solutions.

Qualifications

• Bachelor’s degree in business or related field (preferred) OR equivalent experience (required)
• Minimum 5 years SBA lending experience with demonstrated success in managing client relationships, achieving sales goals and building referral sources.
• Deep knowledge of SBA products (7(a), 504, Express) and underwriting procedures, and knowledge of business banking products and services.

Responsibilities

• Prospect opportunities and impacts district referral pipeline via established COIs; actively participate in community organizations to source business development opportunities.
• Meets and exceeds sales goals while contributing to the overall sales success of the team.
• Partner with BBRMs, SBRMs and credit campus to facilitate underwriting and credit approval; ensure compliant, timely loan documentation.
• Maintain ongoing client contact and deliver full banking solutions to support growth and cross-selling initiatives.

Skills

SBA knowledge

Client relationship management

Sales skills

COIs sourcing

Cross-selling

Regulatory compliance

Education

Bachelor's degree in business or related field

Equivalent experience

Tools

CRM systems

MS Office

Job description

KeyCorp in Plymouth Meeting, PA seeks an SBA Relationship Manager to acquire new clients and grow existing portfolios with annual sales of $3–$10M and loan sizes up to $5M. You’ll collaborate with BBRMs to deliver a broad suite of SBA products and cross-sell related banking services.

You’ll leverage COIs, maintain strong client relationships, and navigate underwriting with the credit team. Expect a hybrid work model and a focus on compliant, value-driven solutions.