Univest Corporation of Pennsylvania Financial Service Center Manager II in West Chester, United States

Responsible for leading the sales and service function for designated Financial Service Center (FSC). This will include sales leadership, tracking individual results, metrics, pipeline management with coaching and developing sales skills of branch staff and business development in their market.

JOB GUIDELINES:

70% Manage Financial Service Center 30% Small Business Calling

70% Manage Financial Service Center

Responsible for the supervision of teller and platform staff including the full review process of establishing performance expectations (goals), and the completion and delivery of evaluations

Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct, and ensuring adherence to all bank policies and security procedures including dual control

Responsible to uphold the operational scorecard standards of the office

Generate and maintain expected sales and performance goals

Monitors and maintains profitability components in which there is direct control by the manager and staff

Coach and mentor platform staff on sales and service expectations

Coach and mentor tellers to ensure use of customer service standards and meeting teller awareness expectations

Facilitates open and clear communication at consistent weekly meetings with staff

Interviews employees for branch openings

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Other duties as assigned and responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

30% Small Business Calling

Service new and existing small business customers assigned to the branch with the goal to retain and develop system lock-in by evaluating cross selling opportunities for other deposits, loans, insurance, investments and mortgages

Identify and develop prospective leads for new business for FSC, cultivate existing business relationships to obtain additional business and referrals

Develop and maintain an active Main Street prospect/customer list in CRM

Represents the bank in various civic and community functions to further enhance the bank’s reputation while developing additional opportunities for business.

HOURS: Must be able to work any of the hours of operation that a location is open

Must be able to work a minimum of two Saturdays per month

Demonstrated sales, leadership and supervisory experience required

Basic knowledge of consumer lending and credit processes preferred

Ability to work in an accurate and organized manner to effectively manage related-job pressures and deadlines

Teller and/or SSR experience preferred

Strong knowledge of Univest products and services

Gregarious, social individual with strong interpersonal, communication and organizational skills

Neat, professional appearance

This position is a designated notary for the branch. Must be willing to complete necessary training requirements

Ability to coach and develop staff

ID: 3599

of Positions: 1

External Company Name: Univest Corporation of Pennsylvania

External Company URL: www.univest.net

Overview: Responsible for leading the sales and service function for designated Financial Service Center (FSC). This will include sales leadership, tracking individual results, metrics, pipeline management with coaching and developing sales skills of branch staff and business development in their market.

JOB GUIDELINES: 70% Manage Financial Service Center 30% Small Business Calling

Responsibilities: 70% Manage Financial Service Center

Responsible for the supervision of teller and platform staff including the full review process of establishing performance expectations (goals), and the completion and delivery of evaluations

Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct, and ensuring adherence to all bank policies and security procedures including dual control

Responsible to uphold the operational scorecard standards of the office

Generate and maintain expected sales and performance goals

Monitors and maintains profitability components in which there is direct control by the manager and staff

Coach and mentor platform staff on sales and service expectations

Coach and mentor tellers to ensure use of customer service standards and meeting teller awareness expectations

Facilitates open and clear communication at consistent weekly meetings with staff

Interviews employees for branch openings

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Other duties as assigned and responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

30% Small Business Calling

Service new and existing small business customers assigned to the branch with the goal to retain and develop system lock-in by evaluating cross selling opportunities for other deposits, loans, insurance, investments and mortgages

Identify and develop prospective leads for new business for FSC, cultivate existing business relationships to obtain additional business and referrals

Develop and maintain an active Main Street prospect/customer list in CRM

Represents the bank in various civic and community functions to further enhance the bank’s reputation while developing additional opportunities for business.

HOURS: Must be able to work any of the hours of operation that a location is open

Must be able to work a minimum of two Saturdays per month

Qualifications: Demonstrated sales, leadership and supervisory experience required

Basic knowledge of consumer lending and credit processes preferred

Ability to work in an accurate and organized manner to effectively manage related-job pressures and deadlines

Teller and/or SSR experience preferred

Strong knowledge of Univest products and services

Gregarious, social individual with strong interpersonal, communication and organizational skills

Neat, professional appearance

This position is a designated notary for the branch. Must be willing to complete necessary training requirements

Ability to coach and develop staff