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Sadsbury Township, Pennsylvania, United States · On-site
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Mid level$100M raised
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East Lampeter Township, Pennsylvania, United States · On-site
Entry level$100M raised
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Full-time
high school, professional certificate
Medical Insurance, Dental Insurance, Vision Insurance, 401(k) Plan With Employer Match, Paid Time Off, Short Term Disability
Posted 3d ago
Apply by Jul 24
~40 hrs/week
Responsibilities
The Personal Banker is responsible for developing a customer portfolio, profiling needs to cross-sell financial products, and performing teller transactions. They must also manage and coach staff while adhering to operational guidelines and compliance regulations.
Requirements
Candidates must have a high school diploma or GED and experience in retail sales or telemarketing with proven results. Required qualifications include leadership ability, proficiency in MS Office, and the ability to obtain NMLS registration.
Full job description
Overview
Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). 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. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 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. We seek 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 - Wednsday: 8 am - 4pm
Thursday - 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 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
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.
Related keywords
Personal BankingNMLS RegistrationABA Banking BasicsSSR SuiteConsumer BankingDeposit-based ProductsCredit ProductsInvestment ProductsFee-based ProductsFinancial SolutionsRetail BankingComplianceCode Of ConductNotary TrainingUnivest University Supervisor CertificateCoaching For Performance Excellence
Founded in 1876, Univest Financial®and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region.
Univest Financial®, including its wholly owned subsidiary Univest Bank and Trust Co., has approximately $8.1 billion in assets and $5.8 billion in assets under management and supervision through its wealth management lines of business as of March 31, 2026.
Univest’s purpose and philosophy is to be a strong, influential leader in the markets it chooses to serve by providing comprehensive financial solutions; maintaining an active role in the communities it serves; and building loyal relationships with its customers and employees so that a fair profit will be provided for both the Corporation and its shareholders.
Offices: 14 North Main Street, Souderton, PA 18964, US
BankingInsuranceInvestmentsTrustWealth Managementand Leasing and Mortgage Banking SolutionsFinanceBankingFinancial Services
Founded in 1876, Univest Financial®and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region.
Univest Financial®, including its wholly owned subsidiary Univest Bank and Trust Co., has approximately $8.1 billion in assets and $5.8 billion in assets under management and supervision through its wealth management lines of business as of March 31, 2026.
Univest’s purpose and philosophy is to be a strong, influential leader in the markets it chooses to serve by providing comprehensive financial solutions; maintaining an active role in the communities it serves; and building loyal relationships with its customers and employees so that a fair profit will be provided for both the Corporation and its shareholders.
Offices: 14 North Main Street, Souderton, PA 18964, US
BankingInsuranceInvestmentsTrustWealth Managementand Leasing and Mortgage Banking SolutionsFinanceBankingFinancial Services