
Commercial Relationship Manager - Western PA - 7030
Pittsburgh, PAFull-timeSeen todaySeen in employer's feed today
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Job overview
The Commercial Relationship Manager builds trusted relationships with commercial clients, provides financial solutions, and partners across the organization to support portfolio growth and service. The role manages a moderately complex commercial portfolio of $40–$60MM, develops new business, and works with clients on borrowing needs and credit terms. Univest seeks a motivated banking professional with strong knowledge of credit, banking, and investment products and processes; 10+ years of experience is preferred.
Skills & qualifications
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Full job description
??All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Commercial Relationship Manager - Western PA US-PA-Pittsburgh Job ID: 7030 Type: Full Time # of Openings: 1 Category: Commercial Banking Univest Bank - Forest Hills, PA 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. View the full job description on the employer's website. Equal employment opportunity, including veterans and individuals with disabilities. PI287296072 / 11-3031.00 Financial Managers
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