Personal Banker

Personal BankerUnivest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (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 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.We're hiring a Personal Banker to join our Warminster 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.ResponsibilitiesPerform all teller and platform transactions promptly, efficiently, and accuratelyAdhere to all procedures including operational and corporate customer service guidelinesOperate technology as requiredSupervision of teller operationsIncreased 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 promotionsAdhere to outlined sales flowLearn 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 ConductPerform additional duties as requiredQualificationsHigh school diploma/GED or equivalencyAttention to detail and ability to prioritizeExperience in Retail Sales or Telemarketing with proven sales resultsStrong written/verbal/organizational skillsDemonstrated leadership/supervisory abilityEnergetic 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 TrainingComplete 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 registrationWage Range:The salary for this position starts at $25.00/hrBenefits Overview:Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employmentPaid 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 holidaysCommissions: paid quarterly based on individual and team productionWe offer company paid life insurance: as well as other supplemental insurancesTuition reimbursementEmployee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursementDiscounts: on loan productsProfessional development trainingsAn 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.