Univest Corporation of Pennsylvania

  • Personal Banker

    Location US-PA-Philadelphia
    Posted Date 1 week ago(6/8/2018 8:00 AM)
    Job ID
    # Positions
    Retail Banking
  • Overview

    (Minimum standard 30% Service, 60% Sales, 10% Management)

    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.



    • 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
    • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
    • Perform other duties as assigned
    • 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


    • 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


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