Personal Banker - Retirement Homes

About the role

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

• 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

Requirements

• 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

Pay

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