SBA Relationship Manager
Core
Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet for businesses with $3–10M annual sales, utilizing a network of centers of influence to generate profitable growth.
Role type
SBA Relationship Manager
Builds
New client relationships and expanded share of wallet for small business clients
Domain
Banking / Small Business Lending
Deliverable
client delivery
Required skills
SBA product expertise, small business operations knowledge, financial data analysis, compliance management, cross-selling strategy, networking, credit underwriting facilitation
Preferred skills
Bachelor's degree in business, 1+ years in financial services, small business deposit/credit experience
Technologies
PC/laptop, loan documentation systems
Responsibilities
Prospecting for opportunities via internal and external centers of influence, making joint calls with Business Banking Relationship Managers to enhance product knowledge, partnering with credit campus to facilitate underwriting, ensuring new customer relationships meet compliance requirements, maintaining ongoing contact to support client growth initiatives
Seniority
Individual Contributor, entry-to-mid level