Relationship management of a moderately complex commercial portfolio, including the formulation and implementation of a plan for portfolio growth. This portfolio may be specialized i.e. SBA, Private Banking, Real Estate, Health Care, Non Profits, or other designations.
Ultimately, the relationship manager will be expected to 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 cooperating 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.
Responsible for developing new prospects and obtaining 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.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
Ability to coach and develop a staff
Perform additional duties as required