Government Banking Relationship Manager

Univest Financial Corporation • Souderton, PA

6d • Onsite

About The Position

At Univest, the Government Banking Relationship Manager grows and supports municipal and public sector relationships across the markets Univest serves. The role works with municipalities, counties, authorities, school districts and other government clients to understand their needs and connect them with financial solutions. It combines relationship management, business development, public funds banking and community involvement.

Requirements

• A bachelor’s degree, preferably in business, finance, economics or a related field.
• Five or more years of experience in government/public funds banking, commercial banking or financial services.
• Proven ability to grow deposits, manage client relationships and meet sales goals.
• Knowledge of public funds banking requirements, including collateralization, pledging and Act 72 compliance.
• Strong communication, presentation and negotiation skills, including confidence presenting to government officials and public sector leaders.
• Ability to manage multiple client relationships, RFPs and pipeline opportunities at the same time.
• Experience using Salesforce, Excel, Word, PowerPoint, Teams and Outlook.
• An established government network within Univest’s footprint, or the ability to quickly build one.
• A proactive, organized and goal-oriented approach, with the ability to travel for client meetings, internal collaboration and industry events.

Responsibilities

• Build, develop and manage relationships with government and public sector clients, including municipalities, counties, authorities and school districts.
• Grow deposits, expand client relationships and support assigned sales and cross-sell goals.
• Identify new business opportunities through prospecting, networking and community involvement.
• Partner with Treasury Management, Credit, Operations and other internal teams to deliver solutions that meet client needs.
• Support RFP opportunities by gathering client insight, contributing to proposal strategy and helping align solutions with client goals.
• Maintain an organized sales pipeline and keep opportunities updated in Salesforce.
• Represent Univest at government, industry and community events to build visibility and strengthen relationships.
• Stay accountable for compliance with applicable laws, regulations and the Univest Code of Conduct.

Benefits

• Medical, dental and vision coverage for single or family enrollment, beginning the first of the month following the start date.
• Participation in a 401(k) plan with up to a 3% employer match after 6 months of employment.
• 25 days of annual paid time off, prorated in the first year.
• 12 weeks of short-term disability sick time with a doctor’s note, prorated in the first year.
• 11 paid holidays.
• Quarterly commissions based on individual and team production.
• Company-paid life insurance and other supplemental insurances.
• Tuition reimbursement.
• Employee wellness programs, including fitness club discounts and fitness tracker discounts or annual reimbursement.
• Discounts on loan products.
• Professional development trainings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level