Client Relationship Manager

6 days ago


Blue Bell, Pennsylvania, United States Univest Financial Corporation Full time

As a Personal Banker with Univest Financial Corporation, you will play a key role in developing and maintaining relationships with customers, delivering exceptional service, and promoting financial solutions that meet their needs.

The ideal candidate will have strong interpersonal communication skills, be able to work collaboratively, and possess a customer-centric approach. They will also be responsible for profiling customers to determine their needs, cross-selling appropriate products and services, and referring customers to integrated platforms.

The position includes:

  • Developing and maintaining a personal portfolio of prospects and customers
  • Delivering exceptional service to customers
  • Cross-selling appropriate products and services
  • Referring customers to integrated platforms

Responsibilities include supervising teller operations, adhering to outlined sales flow, and learning and becoming proficient in daily operational procedures.



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