Senior Relationship Manager – Commercial Banking (Hybrid)

Univest Financial Corp; Allentown (Lehigh County); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Univest Financial Corp. seeks a Relationship Manager III in Allentown to manage a commercial portfolio and deliver financial solutions for clients. You will cross-sell bank services, coordinate with underwriting, and grow the client base within a hybrid work environment.

The role requires a bachelor’s degree (or equivalent) and strong communication, negotiation, and portfolio-management skills. Univest emphasizes community contribution and inclusive collaboration.

Qualifications

• Bachelor’s degree or equivalent experience in related area.
• Strong communication and relationship-building skills with clients.
• Knowledge of credit banking and investment products and processes.
• Proven ability to cross-sell products to business clients.
• Experience in loan origination, underwriting support, and portfolio management.
• Ability to assess financial information to determine repayment capacity and collateral strength.
• Effective negotiation within Commercial Lending Policy and risk controls.
• Comfort working in a hybrid environment with multiple internal partners.

Responsibilities

• Manage a commercial portfolio and grow the relationship strategy.
• Provide financial solutions for clients with a consultative approach.
• Cross-sell bank services by partnering across departments.
• Submit loan requests for underwriting and approval with complete documentation.
• Develop new prospects and acquire new clients for Univest.
• Negotiate terms within policy, including interest rate, repayment, and collateral.
• Increase visibility by participating in community and business groups.
• Potentially supervise non-sales staff and coach juniors.

Skills

Communication/Relationship-Builder

Goal-Oriented

Relationship-Management

Financial evaluation

Self-Management

Guidance

Education

Bachelor’s degree or equivalent

Tools

Word

Excel

Outlook

OneNote

PowerPoint

SharePoint

Job description

Univest Financial Corp. seeks a Relationship Manager III in Allentown to manage a commercial portfolio and deliver financial solutions for clients. You will cross-sell bank services, coordinate with underwriting, and grow the client base within a hybrid work environment.

The role requires a bachelor’s degree (or equivalent) and strong communication, negotiation, and portfolio-management skills. Univest emphasizes community contribution and inclusive collaboration.