Personal Banker

Company: Univest Financial Corporation
Location: Richboro
Posted on: May 28, 2023

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