Personal Banker

Univest Financial Corporation (UVSP) has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). 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. For nearly 150 years, Univest has stayed true to its philanthropic spirit, donating $2.1 million to local nonprofits in 2024 and logging over 16,000 employee volunteer hours.

About the role

We are hiring a Personal Banker to join our Georgetown team. This role is responsible for developing and maintaining a personal portfolio of prospects and customers while delivering exceptional service. You will profile customers to determine their needs, cross-sell appropriate products and services, and refer customers to our integrated platform. The goal is to acquire 100% of the customer’s business by providing a broad base of services, including deposit-based, credit, investment, and fee-based products.

You will also service 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
• Supervise teller operations and adhere to signing authority guidelines
• 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 manage tele-consulting efforts
• Develop knowledge and understanding of Univest products and services
• Leverage bank promotions and 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

Requirements

• 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
• Completion of training in SSR Suite Training
• 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

Schedule

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

Pay

The salary for this position starts at $25.00/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