Job Details
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 talented team of purpose driven individuals, you will coordinate activities related to growing the UFS customer base of core customers. You will facilitate our Purpose by educating community banks on our capabilities, developing new relationships, challenging the way bankers think about technology, negotiating partnership agreements, and expanding the number of community banks that are part of our community. This position reports to the VP of Bank Engagement, and works in collaboration with other managers and teammates across the organization.
A qualified individual will possess the following:
- Deep understanding of banking from either experience as an executive in a bank or a demonstrated history of selling to banks.
- Creativity and consultative business development skills
- Ability to engage with the senior executive team of community banks
- Understanding of the complex technology sales process
- Curiosity to research and learn all new emerging technologies and trends that impact UFS products and how community bank prospects perceive them.
- Self-motivated with ability to work with minimal direction
- Desire to collaborate, communicate, and build consensus across the team
- High standards of quality and timeliness
- Strong interpersonal and networking skills
- 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.
- Identify, qualify, and secure business opportunities based on customized targeted sales strategies
- Develop and implement channel marketing strategic plans and goals to meet corporate objectives and increase market share
- Research potential leads from business directories, web searches, or digital resources
- Create and maintain a list/database of prospective clients
- Seek out prospective customers through making cold calls, traveling to banks, attending conferences, creating campaigns, monitoring banking news, and utilizing other public and private tools.
- Manage and grow relationships with various prospects, clients, consultants and partners.
- Lead business development or alliance development projects including deal negotiations, contract development, due diligence, and other items necessary to the role.
- Provide input on new product or service features to be developed to meet current and future customer needs.
- Create informative presentations; Presenting and delivering information to potential clients at client meetings, industry exhibits, trade shows, and conferences
- Respond to client requests for proposals (RFPs)
- Responsive to (and in some cases creating) disruption and change, while also being systematic in completing the repetitive activities and administrative tasks required for the position
- Empower bankers in their evaluation journey through a successful closing process
- Collaborate with management on sales goals, planning, and forecasting
- Update, maintain and enhance defined pipeline reporting and key performance indicator (KPI) tracking
- Other duties as assigned
Education and/or Experience:
- Business degree is desired
- Experienced in the financial services industry with understanding of a banker’s needs.
- Understanding of how core banking applications impact a bank
- Proven success in a sales role within the financial services industry
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.
- Typical office environment
- Up to 50% travel time may be required
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.
