Univest Corporation of Pennsylvania

Personal Banker I

4 months ago
Job ID
# Positions
Consumer Banking - Personal Banker


Univest is looking for a sales person to join our Plumsteadville Financial Center.

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.


30% Service
Perform all transactions promptly, efficiently, and accurately
Adhere to all procedures including operational and corporate customer service guidelines
Operate computerized teller terminal as required
Perform other duties as assigned

70% Sales
Participate in various training and development programs
Provide friendly, courteous, professional customer service
Assist in bank promotions by regularly participating in Teller Awareness
Develop knowledge and understanding of Univest Products and Services
Learn how to effectively apply six-stage sales flow procedures in all sales contact points.
Learn to identify customer needs and cross sell opportunities to develop new business
Aggressive outbound calling to support campaigns and initiatives
Create and manage a portfolio of prospects and customers

Available to work hours of FSC operation and as needed
Available to work 2-3 Saturdays a month


High school diploma or equivalency certificate
One or more years experience in Retail Sales or Telemarketing with proven sales results
Good Written/verbal communication skills
Good organizational, mathematical and computer skills
Complete SSR training and certification
Complete Consumer Loan training and certification
Complete Teller training and certification
Complete notary training if position is designated as notary for branch
Complete Principles of Banking
Neat, professional appearance following established guidelines for appropriate dress
Experience with various office machines (photocopier, fax)
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
Satisfactory level of attendance


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