Associate Relationship Administrator Job at Univest Financial Corporation
Overview:
Univest Financial Corporation (UVSP), has approximately $7.2 billion in assets and $4.2 billion in assets under management (as of December 2022). 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. In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 hours.
#Univest
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. Responsibilities:
Univest Financial Corporation (UVSP), has approximately $7.2 billion in assets and $4.2 billion in assets under management (as of December 2022). 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. In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 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. Seeking 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 an Associate Relationship Administrator to join our Central PA Commercial Lending Team.
- GED/HS Diploma required, college degree preferred
- Office experience preferred
- Customer-focused individual with knowledge of banking
- Ability to handle problem/exceptions in an independent manner
- Ability to deal with pressure, multiple priorities by applying problem solving skills
- Ability to work independently and within guidelines and procedures
- Ability to communicate in a professional manner with internal employees and external clients
- Professional attitude and willingness to work together with a team towards common goals
- Microsoft Office Proficient
Click here for Benefit Information
#Univest
#LI-Onsite
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.
- Data entry into the loan system for Relationship Managers
- Work with Relationship Administrators to help gather information for closings
- Work closely with the Relationship Administrators on the region’s document/insurance exception reports
- Assist with Annual financial reviews as needed
- Responsible for sending out financial statement letters to our clients, and client transfers and draws
- Responsible for assisting clients with questions/maintenance to their accounts
- Responsible to provide vacation coverage for Relationship Administrators
- Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
- Perform additional duties as require
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