Univest Financial Corp

Personal Banker

US-PA-Lansdale

Job ID: 6515 Type: Full Time # of Openings: 1 Category: Consumer Banking Univest Bank - Lansdale

Overview

Univest Financial Corporation UVSP, has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision as of December 31, 2024. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.

Were hiring a Personal Banker to join our Lansdale Team.

This person is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service. Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to the integrated platform. They are responsible for providing a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer's business. Develops and maintains relationships with Univest partners to maximize sales opportunities and achieve minimum sales standards. Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship. The incumbent will also be responsible to service customers at the teller line by completing a variety of financial transactions following technical and operational guidelines.

Responsibilities

BRANCH HOURS some locations may vary:

Monday - Wednesday 8:00 AM - 4:00 PMThursday 8:00 AM - 5:00 PMFriday: 8:00 AM - 6:00 PMSaturday: 9:00 AM - 1:00 PM 2-3 per month

POSITION INCLUDES:

Perform all teller and platform transactions promptly, efficiently, and accuratelyAdhere to all procedures including operational and corporate customer service guidelinesOperate technology as requiredSupervision of teller operations Increased responsibility and adherence in signing authorityCompletion of the Excel Level 1 course and completion of the Univest University Supervisor Certificate ProgramIdentify customer needs and cross sell opportunities to develop new businessDevelop working relationships with integrated partnersProactively initiate sales conversationsParticipation and management of tele-consulting effortsDevelop knowledge and understanding of Univest Products and ServicesLeverage bank promotions Adhere to outlined sales flow Learn and become proficient in daily operational proceduresActively participate in branch activities, development and training programsManage and coach staff to desired performance levelsResponsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Perform additional duties as required

Qualifications QUALIFICATIONS:

High school diploma/GED or equivalency Attention to detail and ability to prioritize Experience in Retail Sales or Telemarketing with proven sales resultsStrong written/verbal/organizational skillsDemonstrated leadership/supervisory a ilityEnergetic and engaging interpersonal communication skillsPrevious experience with MS Office SuitePrevious banking experience or completion of ABA Banking Basics suiteProficiency in daily operational proceduresCompletion of training in SSR Suite TrainingProficiency in daily operational proceduresComplete notary training if applicableNeat, professional appearance following established guidelines for appropriate dressComplete the Univest University Supervisor Certificate Program and the Coaching for Performance Excellence course. Obtain NMLS registration

Wage Range:

The salary for this position starts at $24.00/hr

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

Health Insurance: Medical, dental and vision coverage single or family; begins the first of the month following start date

Retirement Plan: Participation in 401k plan with up to a 3% employer match after 6 months of employment

Paid Time Off PTO: 15 days annually prorated your first year

Short Term Disability: 10 days annually of sick time with a doctors note prorated your first year

Holiday Time Off: 11 paid holidays

Commissions: paid quarterly based on individual and team production

We offer company paid life insurance: as well as other supplemental insurances

Tuition reimbursement Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement

Discounts: on loan products

Professional development trainings

Click here for Benefit Information

#Univest

#LI-Onsite

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.  

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