Relationship Manager - Large Bank Relationships

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 be tasked with maintaining and expanding relationships with clients of the organization.

Knowledge and Skill

A qualified individual will possess the following:
• Consultative approach to customer relationship management.
• Superior active listening skills, taking the appropriate time to determine what the customer really needs.
• Ability to manage a portfolio of complex, multi-level initiatives across two organizations.
• Project Management mindset including ability to discern key activities, resource needs and dependencies necessary to ensure joint initiative success.
• 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

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities.
• Develop relationship strategies and programs that help produce business value for 2-3 large bank customers that brings a positive partnership experience
• Build and maintain strong relationships with executive and key leadership bank personnel for assigned customers
• Plan and execute regularly scheduled meetings with assigned customers to build and nurture the relationship. Information presented at meetings to include pertinent metrics and reports.
• Work with UFS Project Management team to create, update and maintain a portfolio of initiatives involving collaborative activities between UFS and each respective Customer. Partner with Customer Liaison to ensure organizations are effectively prioritizing and managing Portfolio of Initiatives to maximize value and Thrive Together.
• Plan and execute bi-annual strategic review meetings with assigned customer portfolio
• Act as a trusted advisor to UFS customers. This includes engaging with customer's strategic planning process to ensure alignment of customer strategy and UFS products and services.
• Create awareness of available 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 VP of Customer Experience
• Keep the UFS Service Automation Tool current and updated with required information
• Act as escalation point for service-related issues and concerns
• Performs other duties as assigned.

Education and/or Experience
• Bachelor's degree required or High School Diploma or general education degree (GED) with work experience equivalent
• Ten+ years prior experience in banking and/or financial technology industry preferred
• Five years prior experience in account management preferred
• Five years prior experience working with complex, multi-organizational relationships

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Hybrid work environment. Requirement to spend 1-2 days per week working from UFS Grafton facility when not engaged in customer travel
• Travel - 30-40% anticipated including both internal and external travel needs

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.

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