Relationship Administrator - Specialty Deposit Team

Univest Financial Corporation (UVSP), has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision (as of December 31, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.

We're hiring a Relationship Administrator to join our Specialist Deposit Team in Souderton on a hybrid basis.

Provides direct sales and relationship support to Specialty Deposit Team Relationship Managers and serves as a primary point of contact for their customers.

Assists Relationship Managers with sales support including marketing materials, sales proposal and RFP creation/delivery and prospect communications.

Proactively establishes and nurtures relationships with designated customers to handle routine daily service requests and inquiries.

Facilitates the process internally and with customers to establish new deposit relationships including gathering documents for account opening, check ordering and coordination with other areas such as Treasury Management.

Coordinates and works with customers to complete account maintenance including signer changes, change of address and account closures.

Works across the Bank to support customers with requests including transaction inquiries, statement copies, product limit changes, chargebacks / fraudulent transactions, cashier's checks, sponsorships, etc.

Performs time sensitive daily processes such as NSF/Overdraft management and works directly with customers to resolve.

Creates and distributes monthly or ad-hoc portfolio reporting for Relationship Managers or other members of bank management.

Provide loan related support including but not limited to financial statement or other information requests, assistance with loan documents and the loan closing process, loan/attorney payments, and reporting.

Operates within the Univest risk appetite and avoids risks we cannot understand or mitigate.

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Travel for select in person customer visits is possible.

Perform other duties as assigned.

Minimum 3-5 years of customer facing sales and/or service experience in commercial treasury management/depository banking.

High School Diploma or GED required. Bachelor's or equivalent work experience in related area desired.

Places the customer at the center of decisions while demonstrating a positive and helpful attitude.

Maintains strong verbal, nonverbal and written communication skills.

Naturally takes ownership of both issues and opportunities ensuring an optimal customer experience.

Self-reliant problem solver that maintains composure, can set and meet expectations, manage their time, stay organized and pay attention to details while handling multiple priorities at once.

Exercises active listening skills to identify root issues and resolve customers' questions and concerns in a timely fashion.

Microsoft Office and TEAMS experience required, Salesforce experience a plus

Wage Range:

The salary for this position ranges from $35,300 to $61,300

Benefits Overview:

Univest offer's a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

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