Commercial Relationship Manager - Western PA

Univest Financial Corporation•Pittsburgh, PA

1d•Hybrid

About The Position

Univest Financial Corporation (UVSP), a financial institution with approximately $7.2 billion in assets and $4.2 billion in assets under management as of December 2022, is headquartered in Souderton, Pa. Founded in 1876, the corporation and its subsidiaries offer a comprehensive range of financial solutions to individuals, businesses, municipalities, and nonprofit organizations throughout the Mid-Atlantic Region. In 2022, Univest demonstrated a strong commitment to its communities by donating $2.5 million and facilitating over 12,300 employee volunteer hours. The company prioritizes employee success, fostering a culture that encourages authenticity, change, and inclusivity. They seek passionate and creative individuals focused on career growth to drive innovation and deliver needs-based financial solutions. Univest is expanding into Western Pennsylvania and is seeking Commercial Banking Relationship Managers to join their growing team.

Requirements

Customer-focused individual with strong knowledge of credit, banking, and investment products and processes.
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.
Ability to handle most problems/exceptions in an independent manner.
Goal-oriented individual with strong leadership, interpersonal and communications skills.

Nice To Haves

10+ years experience preferred.
Bachelor’s degree in Finance or equivalent experience in related area desired.
Completion of formal credit training preferred.
PC experience, specifically in Saleforce, nCino, Excel, Word, and Outlook desired.

Responsibilities

Relationship management of a moderately complex commercial portfolio of between $40-$60MM, including the formulation and implementation of a plan for portfolio growth.
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 engaging 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.
Develop new prospects and obtain 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.
Perform additional duties as required.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.