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Personal Banker

Univest Financial Corporation
Posted a day ago, valid for a month
Location

Creamery, PA, US

Salary

$25 per hour

Contract type

Full Time

Health Insurance
Retirement Plan
Paid Time Off
Life Insurance
Tuition Reimbursement
Wellness Program

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Sonic Summary

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  • Univest is seeking a Personal Banker to help customers achieve their financial goals while fostering meaningful relationships.
  • The position requires a high school diploma or GED and experience in retail sales or telemarketing, with a focus on proven sales results.
  • Candidates should have strong communication skills, leadership abilities, and proficiency in MS Office Suite, with previous banking experience preferred.
  • The salary for this role starts at $25.00 per hour, and candidates should be prepared to participate in various training and development programs.
  • Univest offers a comprehensive benefits package, including health insurance, a retirement plan, paid time off, and professional development opportunities.
Overview

 

Join Univest as a Personal Banker 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

BRANCH HOURS (some locations may vary):

  • Monday - Wednsday: 8 am - 4pm
  • Thursday: 8 am – 5 pm
  • Friday: 8am - 6 pm
  • Saturday: 8 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 Univest 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

Wage Range:

The salary for this position starts at $25.00/hr                                                                                                                                       

 

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

  • Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
  • Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
  • Paid Time Off (PTO): 15 days annually (prorated your first year)
  • Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
  • Holiday Time Off: 11 paid holidays
  • Commissions: paid quarterly based on individual and team production
  • We offer company paid life insurance: as well as other supplemental insurances
  • Tuition reimbursement
  • Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
  • Discounts: on loan products
  • Professional development trainings

Click here for Benefit Information

 

#Univest

#LI-Onsite

 

An Equal Opportunity Employer.  Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age,  sex, disability or protected veteran status.

 

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