Client-Focused Personal Banker: Growth & Leadership

Univest Financial Corporation; New Holland (Lancaster County); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

PTO 15 days/year

Short Term Disability

Job summary

Univest Financial Corporation in New Holland is seeking a Personal Banker to build meaningful relationships with customers and help them reach their financial goals. You will join a team that values service, community, and growth, enabling you to make a difference daily and grow your career.

The role includes teller and platform transactions, cross-selling, supervision of staff, and participation in Univest University programs to advance professionally.

Qualifications

• High school diploma or GED required.
• Strong written and verbal communication skills.
• Demonstrated leadership or supervisory ability.
• Experience in Retail Sales or Telemarketing with proven sales results.

Responsibilities

• Perform teller and platform transactions promptly and accurately.
• Adhere to procedures and customer service guidelines.
• Identify customer needs and cross-sell to develop new business.
• Develop relationships with partners and proactively initiate sales conversations.
• Supervise teller operations and coaching staff to performance goals.
• Comply with laws and Univest Code of Conduct.

Skills

Attention to detail

Leadership

Sales-focused

MS Office Suite

Education

High School Diploma or GED

Tools

MS Office Suite

Job description

Univest Financial Corporation in New Holland is seeking a Personal Banker to build meaningful relationships with customers and help them reach their financial goals. You will join a team that values service, community, and growth, enabling you to make a difference daily and grow your career.

The role includes teller and platform transactions, cross-selling, supervision of staff, and participation in Univest University programs to advance professionally.