Senior SBA Relationship Manager
Core
Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet for businesses with $3M–$10M annual sales, utilizing a network of Centers of Influence (COIs) and internal partners.
Role type
Senior SBA Relationship Manager
Builds
New client relationships and expanded loan portfolios for small businesses
Domain
Commercial Banking / Small Business Lending
Deliverable
client delivery
Required skills
SBA lending expertise (7a, 504, Express), consultative sales techniques, client needs analysis, competitive positioning, loan structuring, compliance management, COI network development
Preferred skills
Business banking product knowledge, underwriting support, community engagement, cross-selling strategies
Technologies
Loan documentation systems, financial data analysis tools
Responsibilities
Prospecting for opportunities via internal/external COIs, making joint calls with BBRMs to enhance product knowledge, facilitating underwriting and credit approval, ensuring compliance with regulatory standards, maintaining ongoing client contact for growth initiatives, resolving loan document exceptions
Seniority
Senior, hands-on IC
