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Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

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Job Information

Univest Corporation of PA Personal Banker in Warminster, Pennsylvania

Job ID

 

6203

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Personal Banker US-PA-Warminster Job ID: 6203 Type: Full Time # of Openings: 1 Category: Consumer Banking - Personal Banker Univest Bank - Warminster Overview

 

 

 

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). 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 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 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 Warminster 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 - Wednesday: 8 am - 4 pm

    • Thursday 8am - 5 pm
    • Friday: 8 am -- 6 pm

    • Saturday: 9 am -- 1 pm (2-3 per month are required)

       

POSITION INCLUDES:
    • 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
    • Supervision of teller operations
    • Increased responsibility and adherence in signing authority
    • Completion of the Excel Level 1 course and completion of 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
    • Participation and management of tele-consulting efforts
    • Develop knowledge and understanding of Univest Products and Services
    • Leverage bank promotions
    • 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 Unives Code of Conduct

    • Perform additional duties as required

       

**Qualifications** 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
    • Proficiency in daily operational procedures
    • 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

       

Click here for Benefit Information - https://www.youtube.com/embed/h1P5KuxFvss

 

#LI-Onsite

#Univest

 

 

An 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.

Equal Employment Opportunity/M/F/disability/protected veteran status PI239452614

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