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PNC Financial Services Group, Inc.
Radnor, PA, United States
Position Overview Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to d
Job Source: PNC Financial Services Group, Inc.PNC Financial Services Group
Philadelphia, PA, United States
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued a
Job Source: PNC Financial Services GroupPNC Financial Services Group, Inc.
Philadelphia, PA, United States
Position Overview Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to d
Job Source: PNC Financial Services Group, Inc.oceanfirst.com
, NJ, United States
OceanFirst Bank is seeking a new Full Time Personal Banker at our Brick, NJ (Chambersbridge Rd) branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience. At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily
Job Source: oceanfirst.comPNC Financial Services Group, Inc.
, NJ, United States
Position Overview Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to d
Job Source: PNC Financial Services Group, Inc.Valley National Bank
, NJ, United States
As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions a
Job Source: Valley National BankWells Fargo
Dresher
**Why Wells Fargo:** Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best
Job Source: Wells FargoWells Fargo
Chalfont
**Why Wells Fargo:** Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best
Job Source: Wells FargoWarminster Township, PA, United States
*All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.
Univest Financial Corp
Personal Banker
US-PA-Warminster
Job ID: 6203
Type: Full Time
# of Openings: 1
Category: Consumer Banking - Personal Banker
Univest Bank - Warminster
Overview
Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We're hiring a Personal Banker to join our Warminster Team.
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. The incumbent will also be responsible to service customers at the teller line by completing a variety of financial transactions following technical and operational guidelines.
Responsibilities
BRANCH HOURS (some locations may vary):
Monday - Wednesday: 8 am - 4 pm
Thursday 8am - 5 pm
Friday: 8 am - 6 pm
Saturday: 9 am - 1 pm (2-3 per month are required)
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
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
Qualifications
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
#LI-Onsite
#Univest
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Please see job description
PI239452082
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Personal Banker jobs in Warminster Township, PA, United States
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