Personal Banker
Company: Univest Financial Corporation
Location: Richboro
Posted on: May 28, 2023
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Job Description:
Overview:Univest Financial Corporation (UVSP), has approximately
$7.2 billion in assets and $4.2 billion in assets under management
(as of December 2022). 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. In 2022,
Univest donated $2.5 million to our communities, and our employees
volunteered more than 12,300 hours.At Univest we invest in the
success of our employees and customers. We offer our employees the
ability to be their authentic selves, while fostering a culture and
an environment that inspires change and inclusivity. Seeking
career-focused individuals, looking to bring passion and creativity
to drive change. Our employees are encouraged to work
collaboratively and embrace innovation to deploy needs based
financial solutions in the communities we serve.We're hiring a
Personal Banker to join our Richboro Team.This person is
responsible for developing and maintaining a personal portfolio of
prospects and customers and delivering exceptional service.
Profiling customers to determine their needs, then cross-selling
appropriate products and services and/or referring customer to the
integrated platform. They are responsible for providing a broad
base of services, including deposit-based, credit, investment and
fee-based products, with the goal of acquiring 100% of the
customer's business. Develops and maintains relationships with
Univest partners to maximize sales opportunities and achieve
minimum sales standards. Proactively makes outbound sales calls to
inform customers about a wide variety of financial services
solutions that will meet their needs and deepen the customer
experience and relationship. The incumbent will also be responsible
to service customers at the teller line by completing a variety of
financial transactions following technical and operational
guidelines.Responsibilities:BRANCH HOURS (some locations may
vary):Monday - Wednsday: 8 am - 4pmThursday: 8 am - 5 pmFriday: 8
am - 6 pmSaturday: 9 am - 1 pm (2-3 per month are required)POSITION
INCLUDES:Perform all teller and platform transactions promptly,
efficiently, and accuratelyAdhere to all procedures including
operational and corporate customer service guidelinesOperate
technology as requiredSupervision of teller operationsIncreased
responsibility and adherence in signing authorityCompletion of the
Excel Level 1 course and completion of the Univest University
Supervisor Certificate ProgramIdentify customer needs and cross
sell opportunities to develop new businessDevelop working
relationships with integrated partnersProactively initiate sales
conversationsParticipation and management of tele-consulting
effortsDevelop knowledge and understanding of Univest Products and
ServicesLeverage bank promotionsAdhere to outlined sales flowLearn
and become proficient in daily operational proceduresActively
participate in branch activities, development and training
programsManage and coach staff to desired performance
levelsResponsible for compliance with laws and regulations that
apply to the position, including the Univest Code of ConductPerform
additional duties as requiredQualifications:QUALIFICATIONS:High
school diploma/GED or equivalencyAttention to detail and ability to
prioritizeExperience in Retail Sales or Telemarketing with proven
sales resultsStrong written/verbal/organizational
skillsDemonstrated leadership/supervisory abilityEnergetic and
engaging interpersonal communication skillsPrevious experience with
MS Office SuitePrevious banking experience or completion of ABA
Banking Basics suiteProficiency in daily operational
proceduresCompletion of training in SSR Suite TrainingProficiency
in daily operational proceduresComplete notary training if
applicableNeat, professional appearance following established
guidelines for appropriate dressComplete the Univest University
Supervisor Certificate Program and the "Coaching for Performance
Excellence" course.Obtain NMLS registrationClick here for Benefit
Information#LI-Onsite#Univest#INDUFAn Equal Opportunity Employer.
All qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, sexual orientation,
gender identity, national origin, or protected veteran status and
will not be discriminated against on the basis of disability.
Keywords: Univest Financial Corporation, Philadelphia , Personal Banker, Other , Richboro, Pennsylvania
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