Public Sector Banking Relationship Leader

Univest Financial Corporation; Souderton (Montgomery County); On-site; USD 65,900 - 114,700; Full time

Benefits offered by this job

Health Insurance

401(k) match

PTO 25 days

Short Term Disability

Holiday Pay

Commissions

Life Insurance

Tuition reimbursement

Wellness programs

Loan product discounts

Professional development

Job summary

Univest is seeking a Government Banking Relationship Manager to grow and support municipal and public sector relationships across the markets we serve. You’ll work with municipalities, counties, authorities, school districts and other government clients to understand their needs and connect them with thoughtful financial solutions.

If you’re a relationship-focused banking professional who enjoys business development, public funds banking and being active in the community, we’d love to connect

Qualifications

• A bachelor’s degree, preferably in business, finance, economics or a related field.
• Five or more years of experience in government/public funds banking, commercial banking or financial services.
• A proven ability to grow deposits, manage client relationships and meet sales goals.
• Knowledge of public funds banking requirements, including collateralization, pledging and Act 72 compliance.
• Strong communication, presentation and negotiation skills, with confidence presenting to government officials and public sector leaders.
• The ability to manage multiple client relationships, RFPs and pipeline opportunities at the same time.
• Experience using Salesforce, Excel, Word, PowerPoint, Teams and Outlook.
• An established government network within Univest’s footprint, or the ability to quickly build one.

Responsibilities

• Build, develop and manage relationships with government and public sector clients, including municipalities, counties, authorities and school districts.
• Grow deposits, expand client relationships and support assigned sales and cross-sell goals.
• Identify new business opportunities through prospecting, networking and community involvement.
• Partner with Treasury Management, Credit, Operations and other internal teams to deliver solutions that meet client needs.
• Support RFP opportunities by gathering client insight, contributing to proposal strategy and helping align solutions with client goals.
• Maintain an organized sales pipeline and keep opportunities updated in Salesforce.
• Represent Univest at government, industry and community events to build visibility and strengthen relationships.
• Stay accountable for compliance with applicable laws, regulations and the Univest Code of Conduct.

Skills

Government banking

Business development

Client relationships

Public funds banking

Sales pipeline

Education

Bachelor's degree in business/finance/economics

Tools

Salesforce

Excel

Word

PowerPoint

Teams

Outlook

Job description

Univest is seeking a Government Banking Relationship Manager to grow and support municipal and public sector relationships across the markets we serve. You’ll work with municipalities, counties, authorities, school districts and other government clients to understand their needs and connect them with thoughtful financial solutions.

If you’re a relationship-focused banking professional who enjoys business development, public funds banking and being active in the community, we’d love to connect