Relationship Manager

Univest Financial Corporation
Full Time
Doylestown, PA 18901
Posted
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Job description
Overview:


Univest Financial Corporation (UVSP), has approximately $7.2 billion in assets and $4.2 billion in assets under management (as of December 2022). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 hours.


At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.


We are seeking a Commercial Banking Relationship Manager to join our Bucks County lending team.

Qualifications:
Customer-focused individual with strong knowledge of credit, banking, and investment products and processes.

3-7 years experience preferred.

Ability to cross-sell products, along with proven sales and product expertise with business clients.

Ability to manage risk within Portfolio, including loan grading, loan pricing.

Strong community involvement in geographic area.

Bachelor’s degree in Finance or equivalent experience in related area desired.

Trained in financial analysis preferred.

Ability to handle most problems/exceptions in an independent manner.

Goal-oriented individual with strong leadership and interpersonal and communications skills PC experience, specifically in Excel, Word, and Outlook desired.

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#Univest
#LI-Hybrid

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Responsibilities:
Relationship management of a moderately complex commercial portfolio of between 5-35 million, including the formulation and implementation of a plan for portfolio growth.

Ultimately, the relationship manager will be expected to build a trusted, competent, and confident relationship with clients by having the capability and authority to provide financial solutions for life.

Cross-sell other bank services by cooperating with other areas of the bank to enhance the overall marketing effort of the corporation.

Manage relationships and submit loan requests for underwriting and approval.

Responsible for developing new prospects and obtaining new clients for Univest.

Be knowledgeable about a customer’s business and plans for the future, as well as the customer’s borrowing needs and ability to repay debt.

Establish and negotiate within loan policy and procedure the terms under which credit will be extended to qualified customers including interest rate, repayment method, and collateral requirements.

Increase visibility in the bank’s sales and marketing area by participating in business, service and other non-profit community organizations.

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Perform additional duties as required

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