Univest Corporation of Pennsylvania

  • Personal Banker II

    Location US-PA-Philadelphia
    Posted Date 3 weeks ago(10/29/2018 12:55 PM)
    Job ID
    3974
    # Positions
    1
    Category
    Consumer Banking - Personal Banker
  • 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.

    Responsibilities

    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
    • 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

     

     

    PHYSICAL DEMANDS:     

    The physical demands described below must be met by an associate to successfully perform the essential functions of this job.  Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.

    • Frequent sitting, standing and walking.
    • Frequent operation and use of computer.
    • Ability to regularly lift up to 75 pounds and maneuver technical supplies.
      • Frequent stooping, bending, crouching, reaching or crawling.
      • Position requires manual dexterity and the ability to use hands/fingers, touch and feel.
      • Must be able to talk, see, hear and write.
      • Specific vision abilities include close vision, distance vision, depth perception and ability to adjust focus.

     

     COGNITIVE DEMANDS:

    The cognitive demands described below must be met by an associate to successfully perform the essential functions of this job.  Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.

    • Position requires adequate judgement, decision making, reasoning, comprehension and stress control.
    • Incumbent must have the ability to efficiently problem solve and assess technical issues/tasks.
    • Must be able to understand and follow basic instructions and guidelines, complete routine paperwork, as well as prioritize work schedule.

     

     WORK ENVIRONMENT:   

    Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a typical office environment and may include transporting supplies and services to different offices. Employees will encounter average indoor conditions and noise. Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.

    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

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