KeyBank

Franchise Relationship Manager

KeyBank$80K — $150K *
US-AnywhereRemote in Utah, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in business or related field or equivalent experience.
  • 5-7 years of SBA lending experience.
  • 5+ years of proven sales and business development track record.
  • Established relationships with franchisors and Centers of Influence (COIs).
  • Experience originating and closing franchise loans.
  • In-depth knowledge of SBA products (7(a), 504 and Express) and operational procedures.
  • Strong communication and customer service skills.

Responsibilities

  • Prospect and acquire new franchise clients while expanding existing relationships.
  • Deliver Key's value proposition effectively during client interactions.
  • Maintain knowledge of SBA products and competitor offerings.
  • Generate business through relationships with external COIs.
  • Assess client needs through relationship reviews and financial data analysis.
  • Manage client accounts, ensuring profitable relationships and compliance.
  • Follow up with clients to enhance their experience and solicit referrals.

Benefits

  • Eligible for various employee benefits (exact details not provided).
  • Flexible work options potentially available for remote roles.
  • Mentorship opportunities within the team.
  • Feedback opportunities for corporate partners on product development.
Full Job Description
Location:
For Those Who Work At Home, Utah

ABOUT THE JOB (JOB BRIEF):
Focuses on acquisition of new clients and expanding share of wallet of existing client portfolio with targeted franchise brands nationwide. Develops and maintains centers of influence relationships in the franchise industry that can be leveraged into profitable relationships. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross- marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing.

ESSENTIAL JOB FUNCTIONS:
The role of the Senior Franchise Sales Rep is to prospect and sell new clients as well as expand existing client relationships in the franchise industry by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives).

This Includes
The Senior Franchise Sales Rep. will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience.

Pipeline & Opportunity Management
• Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products services as well as knowledge of competitors and competitive products.
• Employs a disciplined approach to prospecting.
• Generates pipeline via established relationships with external centers of influence.
• Identify and recommends eligible franchise concepts for new business development
• Actively participates in industry organizations to source business development opportunities and demonstrate Key's commitment to franchising.

Needs Assessment
• Maintains a current comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings.
• Understands what differentiates KeyBank and develop your unique sales approach that differentiates you in the marketplace.

Present/Pitch
• Proactively grows full client relationships (deposit/credit relationships), aggressively manages non-profitable client relationships to profitable levels or to alternative delivery channels.
• Becomes proficient at uncovering what will motivate a prospect to purchase our services.
• Serves as a resource and contact point for Key Bank for franchising

Fulfillment
• Actively listens to concerns, presents solutions to decision makers and obtain a clear yes, no or next step.
• Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred.

Follow-Up
• Ensures ongoing contact with new clients to enhance client's initial experience with Key
• Solicits satisfied clients for referrals to others they know who may need your services on a regular basis.
• Aggressively pursues client acquisition and fee income goals by successfully closing profitably structured deals.

Marginal Or Peripheral Functions
Acts as a mentor to less experienced and/or new team members.
Provides feedback to corporate partners regarding new product development.

REQUIRED QUALIFICATIONS:
• Undergraduate degree in business/related field or equivalent work experience.
• A minimum of five to seven years SBA lending experience.
• A minimum of five plus years demonstrated sales and business development experience with proven results.
• Relationships with established franchisors and COIs in the franchise lending space
• Demonstrated experience originating and closing franchise loans
• Self-starter who will look to develop relationships with franchisors, franchisees and franchise COIs
• In depth knowledge of SBA products (7(a), 504 and Express) and the SBA Standard Operating Procedures.
• Strong customer service skills.
• Excellent verbal and written communication skills and strong presentation skills.
• Knowledgeable of financial products and banking regulations.
• Demonstrated experience with and broad understanding of personal and commercial financial statements.
• Proven experience with and comprehensive understanding of commercial lending and small business operations.
• Proficient in personal computer applications.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 06/16/2026#LI-Remote

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

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Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ

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