Personal Banker

About the Company

Univest Financial Corporation (UVSP), with approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025), is headquartered in Souderton, Pa. Founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities, and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has maintained a philanthropic spirit, donating $2.1 million to local nonprofits in 2024 and logging over 16,000 volunteer hours. Univest fosters a culture of inclusivity, collaboration, and innovation, encouraging employees to drive change and deliver needs-based financial solutions in the communities served.

About the Role

The Personal Banker is responsible for developing and maintaining a personal portfolio of prospects and customers while delivering exceptional service. This role involves profiling customers to determine their needs, cross-selling appropriate products and services, and referring customers to the integrated platform. The Personal Banker provides a broad range of services, including deposit-based, credit, investment, and fee-based products, with the goal of acquiring 100% of the customer’s business. The role also includes servicing customers at the teller line by completing a variety of financial transactions following technical and operational guidelines.

Responsibilities

• 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, including supervision of teller operations and increased signing authority.
• Complete the Excel Level 1 course and 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 and participate in tele-consulting efforts.
• Develop knowledge and understanding of Univest products and services, leveraging bank promotions.
• 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.
• Ensure compliance with laws, regulations, and the Univest Code of Conduct.
• Perform additional duties as required.

Schedule

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

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, and organizational skills.
• Demonstrated leadership or 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 and SSR Suite Training.
• Complete notary training if applicable.
• Neat, professional appearance following established dress code guidelines.
• Complete the Univest University Supervisor Certificate Program and the “Coaching for Performance Excellence” course.
• Obtain NMLS registration.

Pay

The salary for this position starts at $25.00 per hour.

Benefits

• 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 doctor’s note (prorated your first year).
• Holiday Time Off: 11 paid holidays.
• Commissions: Paid quarterly based on individual and team production.
• Company-paid life insurance and 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.