About This Role
Personal Bankers at Univest build meaningful relationships with customers, helping them achieve their financial goals. This role suits someone who brings energy, professionalism, and a genuine commitment to service to every interaction, working as part of a team that values relationships and community support.
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
- Take on increased responsibility and adherence in signing authority
- 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
- Participate in and manage 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
- Be 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/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
Benefits
- Health Insurance: Medical, dental, and vision coverage (single or family; begins the first of the month following start date)
