Univest
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Overview Univest Financial Corporation (UVSP) has approximately $7.9 billion in assets and $5.4 billion in assets under management as of June 2025. 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 nonprofits in the Mid‑Atlantic Region. For nearly 150 years, Univest has stayed true to its philanthropic spirit; in 2024 the company donated $2.1 million to local nonprofits and employees volunteered more than 16,000 hours.
About the Role We are hiring a Personal Banker for our Floating Central PA team. This position floats among the Central PA Group’s financial centers, including Georgetown, Intercourse, Mechanicsburg, New Holland, Strasburg, Willow Street, and York. Mileage reimbursement is included. The role is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service. Responsibilities include profiling customers, cross‑selling products, referring customers to integrated platform, providing bank products, achieving sales standards, outbound sales calls, and servicing teller line transactions.
Responsibilities
Work branch hours: Monday–Thursday 8 am–5 pm; Friday 8 am–6 pm; Saturday 8 am–12 pm (required 2–3 times per month).
Perform teller and platform transactions promptly, efficiently, and accurately.
Adhere to all procedures, including operational and corporate customer service guidelines.
Operate required technology and supervise teller operations.
Maintain signing authority responsibilities.
Complete the Excel Level 1 course and the Univest University Supervisor Certificate Program.
Identify customer needs and cross‑sell opportunities to develop new business.
Develop working relationships with integrated partners.
Proactively initiate sales conversations.
Participate and manage tele‑consulting efforts.
Develop knowledge of Univest products and services.
Leverage bank promotions.
Follow outlined sales flow.
Learn daily operational procedures and become proficient.
Actively participate in branch activities, development and training programs.
Manage and coach staff to desired performance levels.
Ensure compliance with laws, regulations and the Univest Code of Conduct.
Perform additional duties as required.
Qualifications
High school diploma, GED, or equivalency.
Attention to detail and ability to prioritize.
Experience in retail sales or telemarketing with proven sales results.
Strong written, verbal and organizational skills.
Demonstrated leadership or supervisory ability.
Energetic and engaging interpersonal communication skills.
Previous experience with MS Office Suite.
Prior banking experience or completion of ABA Banking Basics suite.
Proficiency in daily operational procedures.
Completion of SSR Suite Training.
Complete notary training if applicable.
Professional appearance following company dress guidelines.
Complete the Univest University Supervisor Certificate Program and the “Coaching for Performance Excellence” course.
Obtain NMLS registration.
Salary Range Starting salary: $25.00 per hour.
Benefits Overview
Health insurance: medical, dental, and vision coverage (single or family; begins the first of the month following start date).
Retirement plan: 401(k) with up to 3% employer match after 6 months.
Paid time off: 15 days annually (prorated first year).
Short‑term disability: 10 days annually of sick time with doctor’s note (prorated first year).
Paid holidays: 11 holidays.
Commissions paid quarterly based on individual and team production.
Company‑paid life insurance and supplemental insurances.
Tuition reimbursement.
Employee wellness programs: fitness club discounts and tracker reimbursement.
Loan product discounts.
Professional development trainings.
Benefit Information: (details available upon request.)
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.
Referrals increase your chances of being considered for this position.
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Overview Univest Financial Corporation (UVSP) has approximately $7.9 billion in assets and $5.4 billion in assets under management as of June 2025. 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 nonprofits in the Mid‑Atlantic Region. For nearly 150 years, Univest has stayed true to its philanthropic spirit; in 2024 the company donated $2.1 million to local nonprofits and employees volunteered more than 16,000 hours.
About the Role We are hiring a Personal Banker for our Floating Central PA team. This position floats among the Central PA Group’s financial centers, including Georgetown, Intercourse, Mechanicsburg, New Holland, Strasburg, Willow Street, and York. Mileage reimbursement is included. The role is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service. Responsibilities include profiling customers, cross‑selling products, referring customers to integrated platform, providing bank products, achieving sales standards, outbound sales calls, and servicing teller line transactions.
Responsibilities
Work branch hours: Monday–Thursday 8 am–5 pm; Friday 8 am–6 pm; Saturday 8 am–12 pm (required 2–3 times per month).
Perform teller and platform transactions promptly, efficiently, and accurately.
Adhere to all procedures, including operational and corporate customer service guidelines.
Operate required technology and supervise teller operations.
Maintain signing authority responsibilities.
Complete the Excel Level 1 course and the Univest University Supervisor Certificate Program.
Identify customer needs and cross‑sell opportunities to develop new business.
Develop working relationships with integrated partners.
Proactively initiate sales conversations.
Participate and manage tele‑consulting efforts.
Develop knowledge of Univest products and services.
Leverage bank promotions.
Follow outlined sales flow.
Learn daily operational procedures and become proficient.
Actively participate in branch activities, development and training programs.
Manage and coach staff to desired performance levels.
Ensure compliance with laws, regulations and the Univest Code of Conduct.
Perform additional duties as required.
Qualifications
High school diploma, GED, or equivalency.
Attention to detail and ability to prioritize.
Experience in retail sales or telemarketing with proven sales results.
Strong written, verbal and organizational skills.
Demonstrated leadership or supervisory ability.
Energetic and engaging interpersonal communication skills.
Previous experience with MS Office Suite.
Prior banking experience or completion of ABA Banking Basics suite.
Proficiency in daily operational procedures.
Completion of SSR Suite Training.
Complete notary training if applicable.
Professional appearance following company dress guidelines.
Complete the Univest University Supervisor Certificate Program and the “Coaching for Performance Excellence” course.
Obtain NMLS registration.
Salary Range Starting salary: $25.00 per hour.
Benefits Overview
Health insurance: medical, dental, and vision coverage (single or family; begins the first of the month following start date).
Retirement plan: 401(k) with up to 3% employer match after 6 months.
Paid time off: 15 days annually (prorated first year).
Short‑term disability: 10 days annually of sick time with doctor’s note (prorated first year).
Paid holidays: 11 holidays.
Commissions paid quarterly based on individual and team production.
Company‑paid life insurance and supplemental insurances.
Tuition reimbursement.
Employee wellness programs: fitness club discounts and tracker reimbursement.
Loan product discounts.
Professional development trainings.
Benefit Information: (details available upon request.)
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.
Referrals increase your chances of being considered for this position.
#J-18808-Ljbffr