Relationship Manager II bei Univest Financial Corporation

Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). 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.

We're hiring a Relationship Manager to join our Community Business Lending Group in the Greater Pittsburgh Area.  

Relationship management of a commercial portfolio, including the formulation and implementation of a plan for portfolio growth. 

Manage loan referrals up to $1MM that come for various dept. throughout the bank. 

Responsible for developing new prospect and obtaining new clients for Univest. 

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. 

Originate loans and utilize the scoring model inside of nCino for underwriting and approval. 

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

Bachelor’s degree with a minimum of 5 years of banking experience. 

Customer-focused with strong knowledge of credit, banking, and investment products and processes. 5-8 years’ experience preferred.  

Ability to manage risk within Portfolio, including loan grading. 

Strong knowledge of commercial lending practices, compliance issues, credit scoring/ underwriting skills. 

Strong business analysis, planning, critical thinking, organizational and problem-solving skills. 

Ability to handle most problem/exceptions in an independent manner. 

Goal-oriented individual with strong leadership and interpersonal and communication skills. 

PC experience, specifically in Excel, Word, Salesforce, nCino and Outlook. 

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An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.