Hybrid: Strategic Commercial Relationship Manager

Univest; Pittsburgh (Allegheny County); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

• 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.

Skills

Credit knowledge

Banking products

Relationship building

Cross-selling

Portfolio management

Community involvement

Leadership

Interpersonal communication

Sales discipline

Education

Bachelor’s degree in Finance

Tools

Salesforce

nCino

Excel

Word

Outlook

Job description

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.