Personal Banker - Retirement Homes

Univest Financial Corporation; Souderton (Montgomery County); On-site; USD 28,413 - 40,467; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid time off

Short-term disability

Holiday time off

Company-paid life insurance

Tuition reimbursement

Employee wellness programs

Loan product discounts

Professional development

Job summary

Univest Financial Corporation in Souderton seeks a Personal Banker to build meaningful relationships in local retirement homes. You’ll help customers reach their financial goals through impactful service and proactive outreach, while collaborating with a supportive team.

The ideal candidate will have a high school diploma, retail or banking experience, and strong communication skills. Competitive pay starts at $25/hr, with comprehensive benefits including health insurance, retirement plans, and paid time off.

Qualifications

• Experience in retail sales, banking, or a customer-facing environment.
• Strong communication, organization, and relationship-building skills.
• Previous banking experience and NMLS registration are a plus.

Responsibilities

• Build relationships with new and existing customers through service and proactive outreach.
• Identify customer needs and recommend deposit, lending, and other financial solutions.
• Process teller and platform transactions accurately and efficiently.
• Collaborate with Univest partners to create a seamless customer experience.
• Support branch goals, compliance standards, and day-to-day operations.

Skills

Communication skills

Organization skills

Relationship-building skills

Detail-oriented mindset

Comfort with technology

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Overview

Join Univest as a Personal Banker in our local retirement homes 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

What you’ll do

• Build relationships with new and existing customers through service and proactive outreach
• Identify customer needs and recommend deposit, lending, and other financial solutions
• Process teller and platform transactions accurately and efficiently
• Collaborate with Univest partners to create a seamless customer experience
• Support branch goals, compliance standards, and day-to-day operations

Qualifications

What you bring

• High school diploma or equivalent
• Experience in retail sales, banking, or a customer-facing environment
• Strong communication, organization, and relationship-building skills
• A detail-oriented mindset and the ability to balance service and sales priorities
• Comfort using technology and Microsoft Office tools
• Previous banking experience and NMLS registration are a plus

Wage Range: The salary for this position starts at $25.00/hr

Benefits

• Health insurance: Medical, dental, and vision coverage for individuals and families, beginning the first of the month after your start date
• Retirement plan: Participation in our 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid time off: 15 days per year, prorated in your first year
• Short-term disability: 12 weeks of sick time with a doctor’s note after 6 months of service
• Holiday time off: 11 paid holidays
• Company-paid life insurance: Plus access to additional supplemental insurance options
• Tuition reimbursement
• Employee wellness programs: Including fitness club discounts and annual reimbursement
• Loan product discounts
• Professional development: Ongoing training and support to help you grow

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.