Personal Banker

Univest Financial Corp; Collegeville (PA); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Short term disability

Holiday time off

Commissions

Life insurance

Tuition reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corp in Collegeville, PA is seeking a Personal Banker to build meaningful relationships and help customers reach their financial goals. You will join a team that values service, community, and growth.

The role includes teller and platform transactions, sales opportunities, and collaboration with partners while maintaining compliance and daily operations. Training through Univest University programs is provided.

Qualifications

• High school diploma or GED required.
• Attention to detail and ability to prioritize.
• Retail sales or Telemarketing experience with proven sales results.
• Strong written, verbal, and organizational skills.
• Demonstrated leadership/supervisory ability.
• Experience with MS Office Suite.
• Proficiency in daily operational procedures.
• Willingness to obtain NMLS registration.

Responsibilities

• Perform teller and platform transactions promptly, efficiently, and accurately.
• Adhere to procedures including operational and corporate customer service guidelines.
• Operate technology as required.
• Supervise teller operations.
• Increase responsibility and adherence in signing authority.
• Identify customer needs and cross-sell opportunities to develop new business.
• Develop working relationships with integrated partners.
• Proactively initiate sales conversations.
• Participation and management of tele-consulting efforts.
• Develop knowledge and understanding of Univest Products and Services.
• Leverage bank promotions.
• Adhere to outlined sales flow.
• Learn and become proficient in daily operational procedures.
• Actively participate in branch activities, development and training programs.
• Manage and coach staff to desired performance levels.
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.

Skills

Attention to detail

Sales experience

Interpersonal skills

Communication

Leadership

Customer service

Education

High school diploma/GED

ABA Banking Basics

Tools

MS Office Suite

Job description

Univest Financial Corp

Personal Banker

US-PA-Collegeville

Job ID: 7016

Type: Full Time

# of Openings: 1

Category: Consumer Banking

Univest Bank, Collegeville, PA

Overview

Join Univest as our Collegeville Personal Banker and build meaningful relationships while helping customers reach their financial goals. We're looking for someone who brings energy, professionalism, and a genuine commitment to service to every interaction. At Univest, you'll be part of a team that values relationships, supports the communities we serve, and invests in your growth, so you can make a difference every day while building a rewarding career.

Responsibilities

BRANCH HOURS (some locations may vary):

• Monday - Wednsday: 8 am - 4pm
• Thursday: 8 am 5 pm
• Friday: 8am - 6 pm
• Saturday: 9 am 1 pm (2-3 per month are required)

POSITION INCLUDES:

• Perform all teller and platform transactions promptly, efficiently, and accurately
• Adhere to all procedures including operational and corporate customer service guidelines
• Operate technology as required
• Supervision of teller operations
• Increased responsibility and adherence in signing authority
• Completion of the Excel Level 1 course and completion of 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
• Participation and management of tele-consulting efforts
• Develop knowledge and understanding of Univest Products and Services
• Leverage bank promotions
• Adhere to outlined sales flow
• Learn and become proficient in daily operational procedures
• Actively participate in branch activities, development and training programs
• Manage and coach staff to desired performance levels
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform additional duties as required

Qualifications

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/organizational skills
• Demonstrated leadership/supervisory ability
• Energetic and engaging interpersonal communication skills
• Previous experience with MS Office Suite
• Previous banking experience or completion of ABA Banking Basics suite
• Proficiency in daily operational procedures
• Completion of training in SSR Suite Training
• Proficiency in daily operational procedures
• Complete notary training if applicable
• Neat, professional appearance following established guidelines for appropriate dress
• Complete the Univest University Supervisor Certificate Program and the \"Coaching for Performance Excellence\" course.
• Obtain NMLS registration

Wage Range

The salary for this position starts at $25.00/hr

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): 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 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

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

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.