2026 Municipal Banking Rotation Program

UniBank for Savings is offering a unique opportunity to join their Municipal Banking team through the 2026 Municipal Banking Rotation Program. This program is designed to provide participants with a comprehensive understanding of municipal banking products and services while developing client relationship skills through hands-on experiences and mentorship.

Responsibilities

• Become skilled in understanding the UniPay system capabilities, both back-end and front-end, by pairing up with designated UniPay support staff and relationship managers for informational sessions and training, both in the office and on the road visiting municipal clients
• Be able to provide a comprehensive UniPay demo without assistance and become skilled at discussing system enhancements and their functionality
• Identify sales opportunities by reviewing client portfolios and recognizing how UniPay can create efficiencies and streamline processes for various municipal departments
• UniPay Training will continue into the 2nd and 3rd year rotation as it is essential to maintain UniPay skills learned in year one
• Acquire a complete understanding of all municipal banking products and cash management services and be able to discuss with fluidity
• Become skilled in piecing together why a client or prospect would need or want a particular account or service the Bank offers and learn techniques of how to approach and present this information to existing or prospective clients. Develop effective and polished verbal and written communication skills
• Identify potential sales opportunities and customer trends by reviewing various municipal reports, understand the importance of pre-call planning, implement an effective calling program, and learn to create reports for sales tracking and calling efforts
• Know who your competitors are, what services they offer, and what distinguishes UniBank from them
• Master the milestones from year 1 and 2 rotation
• Attend municipal association meetings and conferences as required, build confidence in navigating the room and interacting with clients in social settings

Skills

• Bachelor's degree in business related field required
• Excellent verbal, written and interpersonal communication skills
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment
• Must be self-motivated with strong initiative, accountability, and attention to detail
• Willingness to travel as needed
• Professional experience in a finance, sales, or other customer-facing position through internships, part-time or full-time work, and/or extracurricular activities

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