2026 Municipal Banking Rotation Program

unibank•Whitinsville, MA

51d•$55,000 - $65,000

About The Position

We have a Unique opportunity to join our Municipal Banking team as part of the 2026 Municipal Banking Rotation Program. This position reports directly to our Sr. Municipal Leadership Team and will work closely with other teams across the Bank. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We’re looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about learning new things, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for – then come join us! The Municipal Banking Rotation Program is a 3-year rotational program designed to help you launch a challenging, accelerated and rewarding career. You’ll have the tools to build a strong foundation across all the products and services available to support our Municipal client base, while also building strong client relationship skills. Throughout your rotations, you’ll be an integral part of the team and have a wide variety of hands-on experiences. You’ll develop a thorough understanding of our UniPay product and platform, while also learning the fundamentals of relationship management. Ongoing training will provide an in-depth look into critical teams and support functions, offering you a unique perspective across the Bank. You’ll receive ongoing mentorship and career development from seasoned leaders and executives across UniBank, helping you build the necessary skills, competencies, and experiences to accelerate your career. Challenging team and individual projects, client interaction, and broad business exposure will allow you to develop a strong foundation. The foundation of our Municipal Banking Rotation is a solid understanding of the UniPay product and platform. As part of the on-the-job UniPay training, by the end of year one you will: Become skilled in understanding the UniPay system capabilities, both back-end and front-end, by pairing up with designated UniPay support staff and relationship managers for informational sessions and training, both in the office and on the road visiting municipal clients. Be able to provide a comprehensive UniPay demo without assistance and become skilled at discussing system enhancements and their functionality. Identify sales opportunities by reviewing client portfolios and recognizing how UniPay can create efficiencies and streamline processes for various municipal departments. UniPay Training will continue into the 2nd and 3rd year rotation as it is essential to maintain UniPay skills learned in year one. The development of the UniPay system is ongoing and staying up to date on newly added features and functionality is vital to be successful in this training program. Participants will also participate in the UniBank Explore, Early Career Training Program. The Municipal Banking Rotation is a combination of on-site and client facing interactions. By the end of year 2, you will: Acquire a complete understanding of all municipal banking products and cash management services and be able to discuss with fluidity. Become skilled in piecing together why a client or prospect would need or want a particular account or service the Bank offers and learn techniques of how to approach and present this information to existing or prospective clients. Develop effective and polished verbal and written communication skills. Identify potential sales opportunities and customer trends by reviewing various municipal reports, understand the importance of pre-call planning, implement an effective calling program, and learn to create reports for sales tracking and calling efforts. By the end of year 3, you will: Know who your competitors are, what services they offer, and what distinguishes UniBank from them. Master the milestones from year 1 and 2 rotation. Attend municipal association meetings and conferences as required, build confidence in navigating the room and interacting with clients in social settings. Participants will also Participate in the UniBank Client & Relationship Sales Programs.

Requirements

Bachelor’s degree in business related field required.
Excellent verbal, written and interpersonal communication skills.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong initiative, accountability, and attention to detail.
Willingness to travel as needed.

Nice To Haves

Professional experience in a finance, sales, or other customer-facing position through internships, part-time or full-time work, and/or extracurricular activities preferred.

Responsibilities

Become skilled in understanding the UniPay system capabilities, both back-end and front-end, by pairing up with designated UniPay support staff and relationship managers for informational sessions and training, both in the office and on the road visiting municipal clients.
Be able to provide a comprehensive UniPay demo without assistance and become skilled at discussing system enhancements and their functionality.
Identify sales opportunities by reviewing client portfolios and recognizing how UniPay can create efficiencies and streamline processes for various municipal departments.
Acquire a complete understanding of all municipal banking products and cash management services and be able to discuss with fluidity.
Become skilled in piecing together why a client or prospect would need or want a particular account or service the Bank offers and learn techniques of how to approach and present this information to existing or prospective clients. Develop effective and polished verbal and written communication skills.
Identify potential sales opportunities and customer trends by reviewing various municipal reports, understand the importance of pre-call planning, implement an effective calling program, and learn to create reports for sales tracking and calling efforts.
Know who your competitors are, what services they offer, and what distinguishes UniBank from them.
Master the milestones from year 1 and 2 rotation.
Attend municipal association meetings and conferences as required, build confidence in navigating the room and interacting with clients in social settings.

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