Commercial Relationship Manager - Western PA

Univest; Pittsburgh (Allegheny County); Sur place; USD 90 000 - 110 000; Plein temps

Avantages offerts par ce poste

Health Insurance

401(k) with company match

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Commissions

Tuition reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Résumé du poste

Univest in Pittsburgh seeks a seasoned Relationship Manager to grow a $40–$60MM commercial portfolio. Build trusted client relationships, tailor financial solutions, and collaborate across units to drive portfolio growth and superior service.

You will cross-sell bank services, manage risk, and develop new business while understanding clients' plans and repayment ability. A strong credit background and community involvement are essential.

Qualifications

• Customer-focused with strong knowledge of credit, banking, and investment products and processes.
• 10+ years experience preferred.
• Ability to cross-sell products with proven sales and product expertise for business clients.
• Ability to manage risk within Portfolio, including loan grading and pricing.
• Strong community involvement in the geographic area.
• Bachelor’s degree in Finance or equivalent experience desired.
• Completion of formal credit training preferred.
• Ability to handle problems/exceptions independently.
• Goal-oriented with leadership, interpersonal and communication skills.
• PC experience, specifically Salesforce, nCino, Excel, Word, and Outlook.

Responsabilités

• Relationship management of a moderately complex commercial portfolio of $40-$60MM with growth plans.
• Provide financial solutions and partner across the organization to support portfolio growth.
• Cross-sell other bank services by engaging with other areas of the bank.
• Submit loan requests for underwriting and approval; develop new prospects and clients.
• Understand client business and borrowing needs, negotiate terms within policy.
• Increase visibility by participating in business and community organizations.
• Ensure compliance with laws and Univest Code of Conduct; perform other duties as required.

Connaissances

Credit knowledge

Banking products

Relationship building

Cross-selling

Portfolio management

Community involvement

Leadership

Interpersonal communication

Sales discipline

Formation

Bachelor’s degree in Finance

Outils

Salesforce

nCino

Excel

Word

Outlook

Description du poste

Overview

At Univest, our Relationship Managers play an important role in helping local businesses grow and succeed. As a Relationship Manager, you’ll build trusted relationships with commercial clients, provide thoughtful financial solutions, and partner across the organization to support portfolio growth and exceptional service. If you’re a motivated banking professional who enjoys relationship-building, business development, and making a meaningful impact in the community, we’d love to connect with you.

Responsibilities

Relationship management of a moderately complex commercial portfolio of between $40-$60MM, including the formulation and implementation of a plan for portfolio growth.

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 engaging 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 Perform additional duties as required.

Qualifications

Customer-focused individual with strong knowledge of credit, banking, and investment products and processes.

10+ years experience preferred.

Ability to cross-sell products, along with proven sales and product expertise with business clients.

Ability to manage risk within Portfolio, including loan grading, loan pricing.

Strong community involvement in geographic area.

Bachelor’s degree in Finance or equivalent experience in related area desired.

Completion of formal credit training preferred.

Ability to handle most problems/exceptions in an independent manner.

Goal-oriented individual with strong leadership, interpersonal and communications skills.

PC experience, specifically in Saleforce, nCino, Excel, Word, and Outlook desired.

Wage Range:

The salary for this position begins at $100,000+

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

#Univest

#LI-Hybrid

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.