Relationship Manager

UFS LLC

About The Position

UFS empowers community banks and our people to thrive – together. We are a growing company of passionate, talented and driven individuals who care deeply for one another and our customers. As part of a diverse and skilled Relationship Management team, you will maintain and expand relationships with clients of the organization by performing the following duties. Essential Duties and Responsibilities This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

Requirements

Bachelor’s degree required or High School Diploma or general education degree (GED) with work experience equivalent
Three (3) years prior experience in bank/financial industry preferred
Prior experience using a CRM product preferred
Three (3) years prior experience in account management preferred
Consultative approach to customer sales
Superior active listening skills, taking the appropriate time to determine what the customer really needs
Knowledge of UFS offered products and services and/or ability to quickly learn about them and effectively use the products and services to enable and drive customer adoption
Strong system presentation and demonstration skills
Comfortable and skilled in communicating with and working with all levels of the bank organization from operational liaison to the executive management team
Desire to continually improve and contribute to our Purpose of Empowering Community Banks and our People to Thrive – Together

Responsibilities

Develop relationship strategies and programs that help produce business value for customers that brings a positive customer experience
Build and maintain strong relationships with key bank personnel for assigned customer portfolio
Plan and execute regularly scheduled meetings with assigned customer portfolio to build and nurture the relationship. Information presented at meetings to include pertinent metrics and reports and information to help enhance product adoption.
Plan and execute annual strategic review meetings with assigned customer portfolio
Act as a trusted advisor to UFS customers. This includes helping them with the strategic planning of the implementation of products and services designed to provide value based upon an understanding of the customer’s needs and industry trends.
Generate proposals for new products and services for customers
Conduct business reviews to ensure customers are satisfied with products and services
Manage agreement renewals
Provide clear and simple communication to customers with emphasis on verbal communication, in-person and/or via phone
Proactively communicate requests, status and plans to our customers and the internal UFS team
Work cross functionally with other UFS teams to ensure customer needs are fulfilled effectively
Achieve customer relationship targets and KPI’s as set by the Senior Director of Operations
Keep the UFS Service Automation Tool current and updated with required information
Act as escalation point for service related issues and concerns
Performs other duties as assigned