Senior Commercial Relationship Manager – Lehigh Valley

Univest; Allentown (Lehigh County); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

401k Match

PTO 25 days

Short Term Disability

Holiday pay

Commissions

Life Insurance

Tuition Reimbursement

Wellness Program

Loan Discounts

Professional Development

Job summary

Univest, based in the Lehigh Valley, is seeking a Senior Commercial Relationship Manager to lead client relationships with local business owners and deliver tailored financial solutions. The role focuses on growing a commercial portfolio, cross-selling bank services, and guiding loan underwriting processes.

You will engage with community organizations to raise Univest’s local footprint and may supervise non-sales staff.

Qualifications

• Excellent social and communication skills.
• Customer-focused with strong knowledge of credit banking and investment products & processes.
• Ability to cross-sell products along with proven sales and product expertise with business clients.
• Strong organization in managing a commercial lending portfolio including loan origination and portfolio management.
• Self-reliantly assess customer’s financial information to ascertain repayment capacity and collateral coverage.
• Maintains composure in high-pressure situations and can coach staff.

Responsibilities

• Relationship management of a commercial portfolio including the formulation and implementation of a plan for portfolio growth.
• Build trusted, capable relationships with clients by providing financial solutions for life.
• Cross-sell other bank services by partnering with other areas of the bank to enhance the overall marketing effort.
• Manage relationships and submit loan requests for underwriting and approval. Gather pre-closing requirements and review loan documentation.
• Develop new prospects and obtain new clients for Univest.
• Establish and negotiate terms under which credit will be extended to qualified customers including interest rate and collateral requirements.
• Increase visibility in the bank’s sales and marketing area by participating in business service and other non-profit community organizations.
• Potential supervisory duties of non-sales roles and coaching staff.

Skills

Communication

Relationship-building

Goal orientation

Portfolio management

Credit banking knowledge

Negotiation

Staff coaching

Performance evaluations

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

OneNote

PowerPoint

SharePoint

Job description

Univest, based in the Lehigh Valley, is seeking a Senior Commercial Relationship Manager to lead client relationships with local business owners and deliver tailored financial solutions. The role focuses on growing a commercial portfolio, cross-selling bank services, and guiding loan underwriting processes.

You will engage with community organizations to raise Univest’s local footprint and may supervise non-sales staff.