Franchise Relationship Manager

This is a fully remote position, open to applicants in Utah.

📋 Description

• Acquire new clients and increase the share of wallet from existing client portfolios through targeted franchise brands across the nation.

• Establish and nurture relationships with key influencers in the franchise sector.

• Market and advocate for suitable financial products and services.

• Provide financial insights and identify or refer cross-marketing opportunities.

• Analyze competitors’ strengths, weaknesses, product offerings, and pricing strategies.

• Identify and sell to new clients in the franchise industry while enhancing current relationships.

• Manage the sales pipeline and opportunities, assess client needs, present solutions, fulfill requirements, and conduct follow-ups.

• Stay informed about SBA products, business banking offerings, and competitor activities.

• Generate leads through external influencers and engage in industry organizations.

• Identify and suggest eligible franchise concepts for new business opportunities.

• Examine and interpret personal and business financial data to better understand client needs.

• Develop comprehensive client relationships, including both deposit and credit services.

• Manage unprofitable client relationships to enhance profitability or explore alternative service channels.

• Discover client motivations and act as a KeyBank resource for franchising.

• Present solutions to decision-makers and secure definitive yes, no, or next steps.

• Ensure customer relationships comply with requirements and that loan documents are accurate and complete.

• Resolve loan document discrepancies and understand their origins.

• Maintain continuous communication with new clients and request referrals.

• Aim for client acquisition and fee income objectives by closing profitable transactions.

• Mentor newer or less experienced team members.

• Provide insights to corporate partners regarding new product initiatives.

⛳️ Requirements

• Bachelor’s degree in business or a related discipline, or equivalent professional experience.

• At least five to seven years of experience in SBA lending.

• A minimum of five years in sales and business development with a track record of success.

• Established connections with franchisors and influential figures in franchise lending.

• Proven experience in originating and closing franchise loans.

• Capability to develop relationships with franchisors, franchisees, and franchise centers of influence.

• Extensive knowledge of SBA products, including 7(a), 504, and Express, as well as SBA Standard Operating Procedures.

• Strong skills in customer service.

• Excellent verbal and written communication skills, along with strong presentation abilities.

• Understanding of financial products and banking regulations.

• Experience and broad knowledge of personal and commercial financial statements.

• Proven experience and comprehensive understanding of commercial lending and small business operations.

• Proficient in personal computer applications.

🏝️ Benefits

• Eligibility for incentive compensation, which may encompass production, commission, and/or discretionary incentives.

• Flexible work options that allow roles to be effectively performed in a mobile environment.

• A flexible and inclusive workplace culture.

• Supportive colleagues.

• Engaging and challenging projects.

• Approachable leadership.

• Opportunities for growth within the position and throughout the career.

• Reasonable accommodations for qualified individuals with disabilities or disabled veterans.