Senior Relationship Manager at Univest Financial Corp

Posted in Marketing 10 days ago.

Location: West Chester, Pennsylvania





Job Description:


All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


Univest Financial Corp

Location: US-West Chester
Job ID: 4936
Category: Corporate Banking


Overview

Univest serves the financial needs of residents, businesses, and nonprofit organizations throughout the Mid-Atlantic region. Our rich history of success is built on the foundation of five core values: Tradition, Integrity, Excellence, Community and Spirituality.

We're hiring an experienced Senior Relationship Manager to join our Chester County PA team.

If you're looking for a family-friendly, trust-worthy company with a proven track record of success, please reach out to us today!

Responsibilities

Relationship management of a complex commercial portfolio of greater than 70 million, including the formulation and implementation of a plan for portfolio growth.

This portfolio may be specialized i.e. Private Banking, Real Estate, Health Care, Non Profits, or other designations.

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.

Will have supervisory responsibilities and senior management training. May have other designated leadership role.

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Ability to coach and develop a staff

Perform additional duties as required

Qualifications

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

10 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.

PI150218868


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