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Municipal Banking Rotation Program

Job in Northbridge, Worcester County, Massachusetts, 01534, USA
Listing for: BankTalent HQ
Full Time position
Listed on 2025-12-30
Job specializations:
  • Business
    Business Management, Banking & Finance
Job Description & How to Apply Below
Position: 2026 Municipal Banking Rotation Program

Important Dates

Application portal will be open January 2026. Applications will be received until March 28, 2026. Final decisions will be made by April 18, 2026. Offers must be accepted by May 9, 2026.

Position Overview

The Municipal Banking Rotation Program is a 3‑year rotational program designed to help you launch a challenging, accelerated, and rewarding career. You will build a strong foundation across all products and services available to support our municipal client base, while also developing client‑relationship skills. Throughout your rotations, you will be an integral part of the team and gain hands‑on experience with Uni Pay, relationship management fundamentals, and critical bank functions.

Ongoing training will provide an in‑depth look into key teams and support functions, offering you a unique perspective across the bank. You will receive mentorship and career development from seasoned leaders and executives across Uni Bank.

Uni Pay Rotation:
Year 1

The foundation of our Municipal Banking Rotation is a solid understanding of the Uni Pay product and platform.

As part of the on‑the‑job Uni Pay training, by the end of year one you will:

  • Become skilled in understanding the Uni Pay system capabilities, both back‑end and front‑end, by pairing with designated Uni Pay support staff and relationship managers for informational sessions and training, both in the office and on the road visiting municipal clients.
  • Provide a comprehensive Uni Pay demo independently and discuss system enhancements and functionality.
  • Identify sales opportunities by reviewing client portfolios and recognizing how Uni Pay can create efficiencies and streamline processes for various municipal departments.
  • Continue Uni Pay training into the 2nd and 3rd year rotations to maintain and update your skills on new features and functionality.

Participants will also participate in the Uni Bank Explore, Early Career Training Program.

Municipal Banking Rotation:
Year 2 & 3

The Municipal Banking Rotation is a combination of on‑site and client‑facing interactions.

By the end of year 2, you will:

  • Acquire a complete understanding of all municipal banking products and cash management services and discuss them with fluidity.
  • Determine why a client or prospect would need a particular account or service the Bank offers, and learn techniques for approaching and presenting this information. Develop effective and polished verbal and written communication skills.
  • Identify potential sales opportunities and customer trends by reviewing municipal reports, implementing an effective calling program, and creating sales‑tracking reports.

By the end of year 3, you will:

  • Know your competitors, their services, and what distinguishes Uni Bank.
  • Master the milestones from years 1 and 2 of the rotation.
  • Attend municipal association meetings and conferences as required, building confidence in navigating social settings and interacting with clients.

Participants will also participate in the Uni Bank Client & Relationship Sales Programs.

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

Uni Pay Direct  TM, Inc. is a subsidiary of Uni Bank that offers a user‑friendly, state‑of‑the‑art online and over‑the‑counter payment solution. The product, Uni Pay Direct  TM, is based on Uni Bank’s corporate product, Uni Pay Gold TM, which is sold directly to banks, municipalities, government agencies, and organizations throughout Massachusetts. Uni Pay is a proprietary, open‑ended, highly flexible online payment…

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