Relationship Manager

Job Description

Job Description

UFS empowers community banks and our people to thrive together. We are a growing company of passionate, talented and driven individuals who care deeply for one another and our customers.

As part of a diverse and skilled Relationship Management team, you will maintain and expand relationships with clients of the organization by performing the following duties.

Knowledge and Skill

• Consultative approach to customer sales
• Superior active listening skills, taking the appropriate time to determine what the customer really needs
• Knowledge of UFS offered products and services and / or ability to quickly learn about them
• Comfortable and skilled in communicating with and working with all levels of the bank organization from operational liaison to the executive management team
• Desire to continually improve and contribute to our Purpose of Empowering Community Banks and our People to Thrive Together

Essential Duties and Responsibilities

• Develop relationship strategies and programs that help produce business value for customers that brings a positive customer experience
• Build and maintain strong relationships with key bank personnel for assigned customer portfolio
• Plan and execute regularly scheduled meetings with assigned customer portfolio to build and nurture the relationship. Information presented at meetings to include pertinent metrics and reports.
• Plan and execute annual strategic review meetings with assigned customer portfolio
• Act as a trusted advisor to UFS customers. This includes helping them with the strategic planning of the implementation of products and services designed to provide value based upon an understanding of the customer’s needs and industry trends.
• Generate proposals for new products and services for customers
• Conduct business reviews to ensure customers are satisfied with products and services
• Manage agreement renewals
• Provide clear and simple communication to customers with emphasis on verbal communication, in-person and / or via phone
• Proactively communicate requests, status and plans to our customers and the internal UFS team
• Work cross functionally with other UFS teams to ensure customer needs are fulfilled effectively
• Achieve customer relationship targets and KPI’s as set by the Director of Customer Engagement
• Keep the UFS Service Automation Tool current and updated with required information
• Act as escalation point for service related issues and concerns

You will be asked to participate in culture-related meetings, activities and events. We firmly believe that building culture and teamwork in our people first organization requires extra intentionality, and thus your participation and engagement isn’t just encouraged - it is required and part of your responsibility.

If you do not want to participate in these, please do not apply.

Education and / or Experience

• Bachelor’s degree required or High School Diploma or general education degree (GED) with work experience equivalent
• Three (3) years prior experience in bank / financial industry preferred
• Three (3) years prior experience in account management preferred

Who is UFS?

UFS is the community bank technology outfitter that inspires confidence for community banks, by providing purpose-built solutions that make technology work for them, instead of the other way around.

Founded in 1991, our purpose is to Empower Community Banks and Our People to Thrive Together. We live that Purpose by always putting people first in our decisions and actions.

Our engaged culture is strongly influenced by the passion our team members bring while serving Community Banks and their communities.

We believe in encouraging confidence in each other and delivering solutions that make our customers confident with us. To that end we seek out problem solvers, creative thinkers and engaged individuals that thrive in a fast-paced yet supportive environment.

We believe engaged employees lead to loyal customers, which in turn drives results for our business. We are caring, intense, and approachable, and have a lot of fun along the way.

Benefits

• Health, Dental & Vision Insurance; eligible Day 1 of Employment
• 401k Match of 100% up to 6% of your Salary
• Paid Holidays
• Vacation & Sick Time
• Volunteer Time Off
• Opportunities for Advancement
• Gym Membership Reimbursement Program
• Wellness Program to lower your Monthly Premium
• Child Fundraiser Donation Program
• Matching Gifts Program
• Employer Paid Premium for Life Insurance
• Short / Long-Term Disability Coverage
• Flexible Spending Healthcare Accounts
• Employee Referral Benefits
• Fun Employee Events - Lunch & Learns, Celebrations, Summer Events
• Robust Leadership Development Program
• Employee Assistance Program

The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.