·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 CorpPersonal BankerUS-PA-PhiladelphiaJob ID: 6173
Type: Full Timeof Openings: 1Category: Consumer Banking
Univest Bank - University CityOverviewUnivest 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 University City 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.ResponsibilitiesBRANCH HOURS (some locations may vary):
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: 9:00 AM 12:00 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 requiredQualificationsQUALIFICATIONS:
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 registrationClick here for Benefit Information (https://www.youtube.com/embed/h1P5KuxFvss)
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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.PI237967486