Municipal Client Relationship Manager

Opportunity Overview: 

We have a Unique opportunity for a mid-career level professional interested in expanding their skill-set to become part of our Government Banking team as our new Municipal Client Relationship Manager. We’re looking for someone with a passion for exceptional customer service, a keen eye for detail, and an interest in supporting local municipalities. We are a team that is committed to the role and purpose our bank plays in the community, focused on driving results in an ethical manner, enjoy rolling up our sleeves working alongside each other, and we believe you never stop learning and growing. If being in a position where you know your contributions make a difference is what you’ve been looking for, then come join us!

Position Overview: 

As our new Municipal Client Relationship Manager, you will be responsible for the development of new municipal business, management, and retention of a municipal client portfolio through active calling efforts and servicing existing accounts. You will represent the Bank as a government banking ambassador and provide exceptional service to ensure a positive customer experience while generating sales and expanding market share within the municipal industry.  

 Essential Duties:

• Develops municipal business and contributes to the Bank’s deposit growth strategies by cross selling products and services to municipal customer base to generate additional revenue in assigned territory and other regions throughout the Commonwealth of Massachusetts. 
• Manage client relationships through sales call program, analyzing client portfolios and reviewing trending reports.  Identifies needs of municipal clients and recommend specialized services required and/or requested by municipalities.
• Attains established individual, department, and Bank goals.
• Organizes daily work schedule to call on existing clients or prospects in designated territory.
• Provides effective and thorough presentations, in-person and/or virtually, to municipal clients and prospects that include a variety of audiences.
• Prepare detailed monthly call and sales tracking reports.
• Provides municipal customers with a high level of technical assistance and service related to the Bank’s online banking and online payment systems.
• Required to meet performance milestones within a specified timeframe.
• Keeps abreast of legislation governing the municipal field and ensures compliance with both bank policies and governmental guidelines.
• Remains up to date with competitive market products and services and pays close attention to industry standards and best practices.
• Ensures required bank documentation is accurate and completed in an efficient manner and adheres to the Bank’s regulatory compliance guidelines. 
• Responds to “RFP” (Request For Proposal) issued by existing and potential clients within assigned calling area by working with Government Banking staff to prepare a formal response and presentation.
• Provides ongoing assistance to support teams in absence of department manager.
• Participates in regularly scheduled sales team meetings and roundtable discussions.  Identifies obstacles and works with management, department staff and other bank departments to create resolutions.
• Identifies possible opportunities and innovations for increased, profitable municipal business and presents these to department manager for consideration.  
• Attends municipal conferences, meetings and events sponsored by bank and municipal entities.  Assists department manager with coordinating and executing bank sponsored municipal events.
• Manages entertainment expenses in compliance with Massachusetts General Law, Chapter 268A, which governs an annual limit per municipal customer for entertainment/gifts.
• Maintains knowledge of, and complies with all regulatory issues, with regard to Massachusetts General Law.
• Other duties as assigned.

 Education, Training and Work Experience: 

• Bachelor’s Degree required, in Business or related field preferred.
• Minimum of five to seven years prior banking experience required.
• Municipal sales experience preferred.
• Must have proficient computer skills, including Word, Power Point, and Excel, and excellent interpersonal, organizational, verbal and math skills. 
• Ability to work in a group setting or independently, make informed decisions, handle multiple projects simultaneously and use discretion in setting priorities. 
• Enthusiastic attitude and superior customer service skills with a professional and courteous style of communication. 
• This position requires dependability, flexibility, organization, and the ability to adapt to the fluctuating demands of the Bank and needs of municipal clients.
• Must have strong analytical and problem-solving ability, and ability to work in a fast-paced demanding environment. 
• Must have reliable means of transportation and the ability to travel within and outside of Massachusetts which may include overnight travel.  
• Excellent organizational skills and the ability to pick up on new programs easily. 
• Demonstrated ability to handle challenging customer situations with poise and tact.

About UniBank

We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. 

We are unique. Unique to people. Unique to business. Unique to local government.

We are UniBank. Bank Different. Bank Unique. 

This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.
  
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.

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