Personal Banker

Overview

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., and 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. Univest is committed to philanthropy through its Committed to Local giving program, which donated $2.1 million to local nonprofits in 2024 and saw employee volunteer hours exceed 16,000.

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
• Supervise teller operations
• Increase responsibility and adherence in 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
• Proactively initiate sales conversations
• Participation and management of tele-consulting efforts
• Leverage 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
• 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
• 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
• Completion of notary training if applicable
• Neat, professional appearance following established guidelines for appropriate dress
• Completion of the Univest University Supervisor Certificate Program and the “Coaching for Performance Excellence” course
• Obtain NMLS registration

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
• 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

Wage Range

The salary for this position starts at $25.00/hr

Equal Opportunity Employer

We are an equal opportunity employer and do not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.