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Univest

Full-range financial services and wealth management

Government Banking Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSouderton, PA, USA

About the Job

Requirements

  • A bachelor's degree, preferably in business, finance, economics or a related field.
  • Five or more years of experience in government or public funds banking, commercial banking, or financial services.
  • Ability to grow deposits, manage client relationships, and meet sales goals.
  • Knowledge of public funds banking requirements, including collateralization, pledging, and Act 72 compliance.
  • Ability to present to government officials and public sector leaders, supported by communication, presentation, and negotiation skills.
  • Ability to manage multiple client relationships, RFPs, and pipeline opportunities concurrently.
  • Experience using Salesforce, Excel, Word, PowerPoint, Teams, and Outlook.
  • An established government network within Univest's footprint, or the ability to build one quickly.
  • Ability to travel for client meetings, internal collaboration, and industry events.
  • Proactive, organized, and goal-oriented approach.

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 aligning solutions with client goals.
  • Maintain an organized sales pipeline and update opportunities in Salesforce.
  • Represent Univest at government, industry, and community events to build visibility and strengthen relationships.
  • Remain accountable for compliance with applicable laws, regulations, and the Univest Code of Conduct.

About the Company

Univest

Full-range financial services and wealth management

Univest provides a full range of financial services to individuals, businesses, municipalities and nonprofits in the Mid-Atlantic, including banking, lending, and wealth management. Its products work by accepting deposits, making loans, and offering investment management, trust services, and financial planning through Univest Bank & Trust Co. and its wealth management subsidiaries. It differentiates itself by focusing on regional markets and active community involvement to build loyal relationships and sustainable profits for shareholders. Its goal is to be a strong, influential leader in the markets it serves by delivering comprehensive financial solutions and staying engaged in the communities it serves.

Company size
501-1,000
Company stage
IPO
Headquarters
Souderton, PA
Founded
1876

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