Relationship Manager II

Univest Financial CorporationMechanicsburg, OH
Onsite

About The Position

Join Univest in the Capital Region and bring your commercial banking expertise to a role where relationships drive results. We’re looking for a motivated Relationship Manager who can grow client partnerships, uncover new opportunities, and deliver financial solutions that make a meaningful impact in the communities we serve.

Requirements

  • Bachelor’s degree with a minimum of 5 years of banking experience.
  • Customer-focused with strong knowledge of credit, banking, and investment products and processes.
  • Ability to manage risk within Portfolio, including loan grading.
  • Strong knowledge of commercial lending practices, compliance issues, credit scoring/ underwriting skills.
  • Strong business analysis, planning, critical thinking, organizational and problem-solving skills.
  • Ability to handle most problem/exceptions in an independent manner.
  • Goal-oriented individual with strong leadership and interpersonal and communication skills.
  • PC experience, specifically in Excel, Word, Salesforce, nCino and Outlook.

Nice To Haves

  • 5-8 years’ experience preferred.

Responsibilities

  • Relationship management of a commercial portfolio, including the formulation and implementation of a plan for portfolio growth.
  • Manage loan referrals up to $1MM that come for various dept. throughout the bank.
  • Responsible for developing new prospect and obtaining new clients for Univest.
  • 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.
  • Originate loans and utilize the scoring model inside of nCino for underwriting and approval.
  • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.

Benefits

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