Dual Financial Center Manager - Univest Financial Corporation

Univest Financial Corporation (UVSP), has approximately $8.2 billion in assets and $5.3 billion in assets under management and supervision (as of September 30, 2024). 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. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits 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 DualFinancial Center Manager to join our Hilltown/Souderton team.

The Dual Financial Center Manager is a vital part of Univest’s success.  You’ll drive and supervise daily operations of the branch to keep customer service running smoothly while promoting security and profitability. You’ll be responsible for making sure branch and individual goals are met; day-to-day customer service; compliance with established policies and procedures relative to bank operations; security; human resource management; etc.

You’ll step in to provide coaching and assistance whenever it’s needed. In addition, you’ll also partner with other lines of business and have business development responsibilities.

You’ll be a coach, leader, mentor and role model. You’ll lead your team to build and maintain strong relationships with customers by making sure they have a great experience every time they visit the financial center and by providing friendly, helpful solutions to their financial challenges.

If this sounds like you, we’d love to talk.

• Develop a strong knowledge of Univest’s consumer and commercial products and services 
• Motivate and coach staff to work as a team in order to achieve assigned goals 
• Develop and implement effective sales and acquisition strategies  
• Coach, evaluate and develop staff with career path and succession planning focus 

• Generate and maintain expected sales and performance goals 
• Monitor and maintain branch profitability   
• Identify and develop prospective leads for new business 
• Cultivate existing business relationships  
• Partner with other lines of business to formulate selling strategies for prospective and existing customers 

• Represent the bank in various civic and community functions  
• Expected to join and actively participate in at least one  civic  or non-profit organization 
• Expected to periodically participate in bank-sponsored events and community activities 
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct  
• Perform additional duties as required 

• High school diploma/GED or equivalency  
• NMLS registration within regulated guidelines  

• Strong written/verbal/organizational skills 
• Demonstrated independent decision-making skills, effective delegation and leadership skills
• Demonstrated high performance in sales, customer service, business development, and leadership  

• Advanced knowledge of consumer and business lending and credit processes preferred 
• Ability to work in an accurate and organized manner to effectively manage related-job pressures and deadlines 
• Previous experience with MS Office Suite 
• Strong interpersonal, communication and organizational skills 

• Community/non-profit involvement  

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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.