Area Manager - South

Univest; Philadelphia (Philadelphia County); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan with company match

Paid Time Off (PTO)

Tuition reimbursement

Wellness programs

Job summary

Univest Bank is seeking an Area Manager to lead and support Financial Centers across markets including Philadelphia, Bucks County, West Chester, PA and Ocean City, NJ. You will guide performance, develop high-performing teams, and collaborate across the organization to deliver exceptional customer experiences.

The role emphasizes strategic thinking, accountability, and community engagement as Univest positions itself as the primary financial partner in the communities it serves.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 8+ years of Consumer Banking experience required.
• 5+ years of leadership experience; multi-site management preferred.
• Demonstrated experience developing and coaching high-performing teams.
• Strong business development, sales leadership, and relationship management skills.
• Working knowledge of branch banking operations, regulations, policies, and procedures.
• Proven ability to build relationships across lines and enterprise partners.
• Commitment to customer service excellence and community engagement.
• Ability to manage multiple initiatives and meet goals.
• Strong communication, problem-solving, and decision-making skills.

Responsibilities

• 70% Sales & Service Development: develop strategies to grow teams.
• 20% Management Issues/Operations: review facilities and personnel decisions.
• 10% Leadership Team Meetings: monthly joint and one-on-one meetings with FC Managers.
• Coach Financial Center Managers to drive market growth and deposit/loan growth.
• Collaborate with Commercial Banking, Wealth, Mortgage, Treasury Management, and Small Business teams.

Skills

Leadership

Sales leadership

Relationship management

Multisite management

Team development

Education

Bachelor's degree

Job description

Overview

Univest Bank is seeking an Area Manager to lead and support Financial Centers across several markets, including Philadelphia, Bucks County, and West Chester, PA, as well as Ocean City, NJ. At Univest, we strengthen the markets we serve by building trusted relationships and connecting our full range of banking capabilities to local needs. Through solutions designed for every stage of life, we help consumers, businesses, municipalities, schools, and community organizations achieve their financial goals. As a local business leader and steward of the Univest franchise, the Area Manager is responsible for the performance and growth of an assigned market. This leader strengthens community relationships, develops high-performing teams, and collaborates across the organization to deliver an exceptional customer experience. The role requires strategic thinking, accountability, and a passion for positioning Univest as the primary financial institution in the communities we serve, while providing broad experience that supports future leadership opportunities.

Responsibilities

• 
  70% Sales & Service Development
  
  
  
  • Develop, deploy and monitor strategies and tactics designed to achieve various goals and objectives including the development of team members.
  
  
  • Promote independent thinking amongst financial center managers; encourage and guide managers to present solutions to situations within the Financial Center including employee relations.
  
  
  • Develops and oversees the consumer acquisition, growth, sales and service activities of an assigned group of Financial Centers.
  
  
  • Develop and implement coaching plans based on various sales performance and profitability reports
  
  
  • Supervise, advise and coach Financial Center Manager and staff in the more complex phases of their responsibilities
  
  
  • Provides ongoing coaching, performance feedback, and field leadership to Financial Center Managers and teams through regular market visits (minimum of two visits per Financial Center per month), review of sales and service results, and documented development discussions to drive consistent execution, team engagement, and market performance.
  
  
  • Coaches Financial Center Managers in the development and execution of market growth strategies, including deposit growth, integrated sales and revenue generation, business development planning, and joint calling efforts with existing and prospective customers.
  
  
  • Partner with Commercial Banking, Wealth, Mortgage, Treasury Management, and Small Business teams to drive enterprise growth.
  
  
  • Achieves stated corporate sales goals and service expectations for area of responsibility.
  
  
  
  


• 
  20% Management Issues/Operations
  
  
  
  • Reviews and recommend improvements to physical appearance of the Financial Centers
  
  
  • Makes recommendations for personnel regarding employment, performance ratings, salary changes, staffing, promotions, transfers and terminations
  
  
  • Create and maintain Financial Center budget process and adhere to established expense and income parameters.
  
  
  • Plans for and recommends the expansion of banking facilities, increases in staff, and changes in hours of business
  
  
  • Resolves customer complaints and related issues within region
  
  
  • Reviews and recommend improvements to physical appearance of the Financial Centers
  
  
  
  


• 
  10% Leadership Team Meetings
  
  
  
  • Conducts a minimum of (1) monthly joint meeting with Financial Center Managers to plan and coordinate all activities in a consistent direction and execution.
  
  
  • Conducts monthly one-on-one meetings with Financial Center Managers to review personal, sales and FC performance
  
  
  • Directs and assists Financial Center Managers with establishing FC deposit and loan growth and integrated sales goals
  
  
  • Participates on various in-house committees as assigned
  
  
  • Represents the bank in various civic and community functions to further enhance the bank’s image and to develop new business
  
  
  • Promotes a culture of teamwork, shared accountability, and mutual support across all financial centers.
  
  
  • Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
  
  
  • Perform other duties as assigned.
  
  
  
  

Qualifications

• Bachelor's degree or equivalent combination of education and experience.


• 8+ years of Consumer Banking experience required.


• 5+ years of leadership experience required; multi-site management experience preferred.


• Demonstrated experience developing and coaching high-performing teams.


• Strong business development, sales leadership, and relationship management skills.


• Working knowledge of branch banking operations, banking regulations, policies, and procedures.


• Working knowledge of Consumer and Commercial banking products, services, lending solutions, and relationship strategies preferred.


• Proven ability to build relationships and collaborate across business lines and enterprise partners.


• Strong commitment to customer service excellence and community engagement.


• Ability to prioritize, adapt, and successfully manage multiple initiatives while achieving established goals.


• Strong communication, problem-solving, and decision-making skills.


• Demonstrated ability to build community relationships and identify opportunities to grow market share within an assigned geography.


• Ability to analyze performance dashboards and KPI reporting to identify trends, opportunities, and risks.


• Demonstrated ability to communicate organizational change and reinforce desired behaviors.

Wage Range

The salary for this position starts from $100,000+

Benefits 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 employment


• Paid Time Off (PTO): 25 days annually


• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service


• Holiday Time Off: 11 paid holidays


• 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

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.