Franchise Relationship Manager

🕒 2 dias atrás

⛷️ Utah – Remoto

⛷️ Utah – Remote

💵 $80.000 - $150.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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KeyBank

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1994

🛡️ Seguros

💼 Consultoria

🏦 Bancário

Insurance • Consulting • Banking

O KeyBank é um banco de serviço completo que oferece uma ampla gama de serviços financeiros para indivíduos, pequenas empresas e grandes instituições. Os serviços incluem banco pessoal e empresarial, gestão de patrimônio, empréstimos, linhas de crédito, hipotecas, cartões de crédito e serviços de investimentos. O KeyBank também fornece ferramentas de banco online e móvel para ajudar os clientes a gerenciar suas finanças de maneira eficiente. Com foco no bem-estar financeiro, o KeyBank oferece recursos para ajudar os clientes a entender os fundamentos bancários, gerenciar dívidas e alcançar seus objetivos financeiros.

Descrição

• Acquire new clients and expand share of wallet of existing client portfolios with targeted franchise brands nationwide • Develop and maintain centers of influence relationships in the franchise industry • Sell and promote appropriate financial products and services • Provide financial information and identify or refer cross-marketing opportunities • Research competitors’ strengths, weaknesses, product offerings, and pricing • Prospect and sell new franchise-industry clients while expanding existing relationships • Manage pipeline and opportunities, assess needs, present or pitch solutions, fulfill requirements, and follow up • Maintain knowledge of SBA products, business banking products, competitors, and competitive products • Generate pipeline through external centers of influence and participate in industry organizations • Identify and recommend eligible franchise concepts for new business development • Review and analyze personal and business financial data to understand client needs • Grow full client relationships, including deposit and credit relationships • Manage non-profitable client relationships toward profitability or alternative delivery channels • Uncover prospect motivations and serve as a KeyBank resource for franchising • Present solutions to decision makers and obtain a clear yes, no, or next step • Ensure customer relationships meet compliance requirements and loan documents are complete and correct • Resolve loan document exceptions and understand their causes • Maintain ongoing contact with new clients and solicit referrals • Pursue client acquisition and fee income goals by closing profitable deals • Mentor less experienced or new team members • Provide feedback to corporate partners regarding new product development

🎯 Requisitos

• Undergraduate degree in business or a related field, or equivalent work experience • Minimum five to seven years of SBA lending experience • Minimum five-plus years of sales and business development experience with proven results • Established relationships with franchisors and centers of influence in franchise lending • Demonstrated experience originating and closing franchise loans • Ability to develop relationships with franchisors, franchisees, and franchise centers of influence • In-depth knowledge of SBA products, including 7(a), 504, and Express, and SBA Standard Operating Procedures • Strong customer service skills • Excellent verbal and written communication and strong presentation skills • Knowledge of financial products and banking regulations • Experience with and broad understanding of personal and commercial financial statements • Proven experience with and comprehensive understanding of commercial lending and small business operations • Proficiency in personal computer applications

🏖️ Benefícios

• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives • Flexible options where roles can be performed effectively in a mobile environment • Flexible, inclusive work environment • Supportive teammates • Challenging projects • Accessible leaders • Opportunities to grow in the position and career • Reasonable accommodations for qualified individuals with disabilities or disabled veterans