Strategic Advisor - Banking Industry

Summary 

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 Advisement Team, this position works under the leadership of the VP of Strategic Advisement. The Strategic Advisor is responsible for supporting relationships with clients and expanding sales within existing accounts.  

Knowledge and Skills

A qualified individual will possess the following:

• Strong understanding of technology issues with financial institutions
• Strong communication and organization skills
• Excellent customer service experience
• Maintain clear written and verbal communications
• Organize and write procedures in a logical/methodical manner
• Ability to manage and meet deadlines
• Work well in team environment
• Ability to maintain confidential information

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.

• Work with assigned customers to promote effective relationships with UFS.
• Ability to follow predesigned Strategic Advisor processes and sales process.
• Demonstrate strong selling skills by ability to qualify leads, identify customer needs, translate features to benefits, deliver effective demos and close deals.
• Maintain strong retention rates and highlight problem renewals before renewal meetings.
• Conduct Quarterly Controlled Self-Assessment meetings with clients and attend Technology committee meetings when appropriate.
• Ability to discuss strategy with internal department management and prepare for support contract negotiations.
• Market Endpoint agreements, ASR recommendations and all UFS services to existing customer base.
• Act as a conduit or facilitator to resolve lingering or high-profile support problems in which UFS is involved.
• Represent UFS to financial institutions in a professional manner.
• Act in a proactive manner to make “good will’ calls and perform consistent follow up.
• Frequent travel to client sites within assigned territory.
• Other duties as assigned.

Education and/or Experience

• Minimum of two years’ experience in the banking industry and IT Sales
• B.S. in a Business, Technical, and/or Information Systems major or equivalent in education and experience

Success Factors

Personal characteristics that contribute to success in this position: 

• Outgoing personality, great relationship management skills with a solid passion for customer service
• Strong work ethic, self-starter with a strong sense of ownership, responsibility and follow-through
• Proactive with a pleasant manner
• Able to earn the respect of others and respect differing opinions
• High degree of emotional intelligence

Physical Environment and Working Conditions

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. 

• Normal office environment with little exposure to excessive noise, dust, temperature and the like
• Position requires frequent sitting and some reaching, kneeling and walking
• While performing the duties of this job, the employee is required to walk; sit; use hands to finger, handle or feel; reach with hands and arms and talk or hear
• Work may require more than 40 hours per week to complete the essential duties and primary responsibilities of the position
• Domestic travel required (intrastate and interstate) and most have method of transportation
• Travel approximation 25% - 50%

**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. 

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 principal 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.