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Retail Banking Specialist

2 weeks ago

Blue Bell, Pennsylvania, United States Univest Financial Corporation Full time
Role Summary:

We are seeking a seasoned Personal Banker to join our team at Univest Financial Corporation. As a Personal Banker, you will be responsible for building and maintaining strong relationships with customers, identifying their financial needs, and providing personalized solutions to meet those needs. You will work closely with our integrated partners to maximize sales opportunities and achieve minimum sales standards.

Key Responsibilities:
  • Develop and maintain a personal portfolio of prospects and customers
  • Provide a broad base of services including deposit-based, credit, investment, and fee-based products
  • Maintain relationships with Univest partners to maximize sales opportunities
  • Proactively make outbound sales calls to inform customers about financial services solutions
  • Servicing customers at the teller line by completing financial transactions

Qualifications:
  • High school diploma or equivalent
  • Attention to detail and ability to prioritize
  • Experience in retail sales or telemarketing with proven sales results
  • Strong written and verbal communication skills
  • Demonstrated leadership and supervisory ability