Learn the various financial products Univest has available for sale and how they help small businesses. 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 build relationships with financial service center managers facilitating an air of teamwork, cooperation and success. Perform additional duties as required.
Customer-focused individual with strong knowledge of sales and ability to learn banking, insurance and investment products and processes With 5-8 years sales experience Ability to cross-sell products, along with proven sales and product expertise with business clients. Strong community involvement in geographic area. Bachelor’s degree in Finance or equivalent experience in related area desired. Trained in financial product sales and business-to-business selling required. Self-starter, has the ability to handle most problems/exceptions in an independent manner, self-motivated and a team player. Someone who values team results over personal results. Achievement-oriented individual with strong leadership and interpersonal and communications skills PC experience, specifically in Excel, Word, and Outlook, Salesforce.com desired