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Personal Banker - Retirement Homes

Univest Financial Corporation
Posted a month ago, valid for 22 days
Location

Souderton, PA 18964, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Retirement Plan
Paid Time Off
Life Insurance
Tuition Reimbursement
Wellness Program

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Sonic Summary

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  • Univest is seeking a Personal Banker to work in local retirement homes, focusing on building relationships and assisting customers with their financial goals.
  • The role requires experience in retail sales, banking, or a customer-facing environment, along with strong communication and relationship-building skills.
  • Candidates should have a high school diploma or equivalent, with previous banking experience and NMLS registration being a plus.
  • The position offers a starting salary of $25.00 per hour and includes benefits such as health insurance, a retirement plan, and paid time off.
  • Univest is committed to creating a supportive work environment that promotes employee growth and community engagement.
Overview

 

Join Univest as a Personal Banker in our local retirement homes and build meaningful relationships while helping customers reach their financial goals. We’re looking for someone who brings energy, professionalism, and a genuine commitment to service to every interaction. At Univest, you’ll be part of a team that values relationships, supports the communities we serve, and invests in your growth, so you can make a difference every day while building a rewarding career.


Responsibilities

What you’ll do

In this role, you’ll deliver outstanding service, uncover customer needs, recommend the right financial solutions, and support daily branch operations. You’ll also partner across the organization to deepen relationships and help grow the branch.

  • Build relationships with new and existing customers through service and proactive outreach
  • Identify customer needs and recommend deposit, lending, and other financial solutions
  • Process teller and platform transactions accurately and efficiently
  • Collaborate with Univest partners to create a seamless customer experience
  • Support branch goals, compliance standards, and day-to-day operations

Qualifications

What you bring

  • High school diploma or equivalent
  • Experience in retail sales, banking, or a customer-facing environment
  • Strong communication, organization, and relationship-building skills
  • A detail-oriented mindset and the ability to balance service and sales priorities
  • Comfort using technology and Microsoft Office tools
  • Previous banking experience and NMLS registration are a plus

Wage Range:

The salary for this position starts at $25.00/hr                                                                                                                         

 

At Univest, we believe great banking starts with strong relationships, within our teams, with our customers, and across the communities we serve. We’re committed to helping our employees feel supported, valued, and empowered to grow. Here are some of the benefits you can look forward to:

  • Health insurance: Medical, dental, and vision coverage for individuals and families, beginning the first of the month after your start date
  • Retirement plan: Participation in our 401(k) plan with up to a 3% employer match after 6 months of employment
  • Paid time off: 15 days per year, prorated in your first year
  • Short-term disability: 12 weeks of sick time with a doctor’s note after 6 months of service
  • Holiday time off: 11 paid holidays
  • Company-paid life insurance: Plus access to additional supplemental insurance options
  • Tuition reimbursement
  • Employee wellness programs: Including fitness club discounts and annual reimbursement
  • Loan product discounts
  • Professional development: Ongoing training and support to help you grow

Click here for Benefit Information

 

#Univest

#LI-Onsite

 

 

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.

 

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