Financial Center Manager

Univest Financial Corporation; Schwenksville (Montgomery County); On-site; USD 70,000 - 86,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan (401(k) with match)

PTO 20 days annually

Short Term Disability

Holiday Time Off

Commissions

Company paid life insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corporation in Skippack, PA seeks a Financial Center Manager to lead daily branch operations, coach staff, and deliver a welcoming customer experience. You will drive sales and client growth while aligning with bank practices and community initiatives.

The role requires leadership, sales, and relationship-building capabilities, with opportunities to participate in civic activities and strategic partnerships. Salary starts at $78,000 with comprehensive benefits.

Qualifications

• High school diploma or GED required.
• NMLS registration within regulated guidelines.
• Strong written, verbal, and organizational skills.
• Experience in sales, customer service, business development and leadership.
• MS Office proficiency.
• Community/non-profit involvement.

Responsibilities

• Develop knowledge of Univest's consumer and commercial products and services.
• Motivate and coach staff to work as a team to achieve goals.
• Develop and implement sales and acquisition strategies.
• Coach, evaluate and develop staff with career path focus.
• Generate and maintain sales and performance goals.
• Monitor and maintain branch profitability.
• Identify and develop prospective leads for new business.
• Cultivate existing business relationships.
• Partner with other lines of business to formulate selling strategies.

Skills

Sales

Customer service

Leadership

Communication

Organizational skills

Education

High school diploma/GED

NMLS registration

Tools

MS Office Suite

Job description

Overview

As a Financial Center Manager at Univest, you'll lead daily branch operations, support your team, and create a welcoming experience for every customer. We're looking for a coach, mentor, and relationship-builder who can drive results, promote sound banking practices, and partner across the business to help our customers and communities thrive.

We are excited to announce an opportunity for a Financial Center Manager at our Skippack, PA location!

Responsibilities

BRANCH HOURS (some locations may vary):

• Monday - Wednsday: 8 am - 4pm
• Thursday - Friday: 8 am - 6 pm
• Saturday: 8 am - 12 pm (2-3 per month are required)

POSITION INCLUDES:

• Develop a strong knowledge of Univest's consumer and commercial products and services
• Motivate and coach staff to work as a team in order to achieve assigned goals
• Develop and implement effective sales and acquisition strategies
• Coach, evaluate and develop staff with career path and succession planning focus
• Generate and maintain expected sales and performance goals
• Monitor and maintain branch profitability
• Identify and develop prospective leads for new business
• Cultivate existing business relationships
• Partner with other lines of business to formulate selling strategies for prospective and existing customers

• Represent the bank in various civic and community functions
• Expected to join and actively participate in at least one civic or non-profit organization
• Expected to periodically participate in bank-sponsored events and community activities
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform additional duties as required

Qualifications

• High school diploma/GED or equivalency
• NMLS registration within regulated guidelines

• Strong written/verbal/organizational skills
• Demonstrated independent decision-making skills, effective delegation and leadership skills
• Demonstrated high performance in sales, customer service, business development, and leadership

• Advanced knowledge of consumer and business lending and credit processes preferred
• Ability to work in an accurate and organized manner to effectively manage related-job pressures and deadlines
• Previous experience with MS Office Suite
• Strong interpersonal, communication and organizational skills

• Community/non-profit involvement

Wage Range:

The salary for this position starts at $78,000.00.

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 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 20 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

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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.