Treasury Management Consultant in Souderton, Pennsylvania at Univest Financial Corp

·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
Treasury Management Consultant

US-PA-Souderton

Job ID: 6919
Type: Full Time
# of Openings: 1
Category: Commercial Banking
Univest Financial Corporation

Overview

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.

We're hiring a Treasury Management Consultant.

Responsibilities

POSITION INCLUDES:

• Accountable for cash management sales for Corporate Banking Relationship Managers and financial services centers. This includes product demonstrations, remote deposit installations, cash management services,evaluation, andassistance.

• Ultimately, the relationship manager will be expected to build areliable, proficient, andsecure relationship with clients by having the capability to complete cash management evaluations to create custom proposals to gain business.

• Cross-sell other bank services bypartnering with other areas of the bank to enhance the overall marketing effort of the corporation.

• Manage existing and prospective deposit relationships and submitevaluation requests to develop business.

• Develop a strong knowledge of the operational functions of cash management including proposals, remote deposit capture, lockbox, and electronic services.

• Accountable for developing new prospects and obtaining new clients for Univest.

• Be knowledgeable about rivals pricing and offerings in cash management services.

• Build rapport with operational administrative staff to streamline cash management internal processes.

• Establish and develop relationships with small business relationship managers and financial service centers. Increase awareness of the cash management product line to develop additional sales opportunities.

• Increase visibility in the bank’s sales and marketing area by participating in business, service, and other non-profit community organizations.

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

• Perform other duties as assigned.

Qualifications

QUALIFICATIONS:

• Sales-focusedperson with strong knowledge of corporate banking, cash management products, services, and processes.

• Ability to cross-sell products, along with proven sales and product expertise with business clients.

• Ability to manage risk within cash management services.

• Strong community involvement in the geographic area.

• Bachelor’s degree in Business Management or equivalent experience in related area desired. Business product knowledge is preferred.

• Ability to handle most problems/exceptions in aself-reliant manner.

• Goal-oriented person with strongcoaching andsocial and communications skills.

• PC experience, specifically in Excel, Word, and Outlook desired.

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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.