U

Univest

Full-range financial services and wealth management

Personal Banker

Full-TimeDeadline 9/11/27
$25/hr
Entry
New Holland, PA, USA
In PersonOnsite in the New Holland office; Saturday shifts are required 2–3 times per month.
Finance & BankingRetail & Commercial Banking

About the job

Requirements
  • A high school diploma, GED, or equivalent is required.
  • Attention to detail and the ability to prioritize are required.
  • Experience in retail sales or telemarketing with proven sales results is required.
  • Strong written, verbal, and organizational skills are required.
  • Demonstrated leadership or supervisory ability is required.
  • Energetic and engaging interpersonal communication skills are required.
  • Previous experience with the Microsoft Office Suite is required.
  • Previous banking experience or completion of the ABA Banking Basics suite is required.
  • Proficiency in daily operational procedures is required.
  • Completion of SSR Suite Training is required.
  • Complete notary training if applicable.
  • Maintain a neat, professional appearance in accordance with established dress guidelines.
  • Complete the Univest University Supervisor Certificate Program and the Coaching for Performance Excellence course.
  • Obtain NMLS registration.
Responsibilities
  • Perform teller and platform transactions promptly, efficiently, and accurately.
  • Adhere to operational procedures and corporate customer service guidelines.
  • Operate required technology.
  • Supervise teller operations.
  • Exercise increased responsibility and adhere to signing authority requirements.
  • Complete the Excel Level 1 course and the Univest University Supervisor Certificate Program.
  • Identify customer needs and cross-selling opportunities to develop new business.
  • Develop working relationships with integrated partners.
  • Proactively initiate sales conversations.
  • Participate in and manage tele-consulting efforts.
  • Develop knowledge and understanding of Univest products and services.
  • Leverage bank promotions.
  • Adhere to the 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.
  • Comply with laws and regulations applicable to the position, including the Univest Code of Conduct.
  • Perform additional duties as required.

About the company

U

Univest

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Website

Univest offers banking, lending, wealth management and advisory services to individuals, businesses, municipalities and nonprofits in the Mid-Atlantic. Customers deposit funds, borrow money, and receive financial planning and investment guidance; wealth management combines investment management, trust services and planning, while banking handles everyday accounts and financing. It differentiates itself through a regional focus and active community involvement, aiming to build loyal relationships with customers and employees while earning a fair profit for shareholders. Its goal is to be a strong, influential leader in the markets it serves by delivering comprehensive financial solutions and staying engaged with the communities it serves.

Company Size

501-1,000

Company Stage

IPO

Headquarters

Souderton, Pennsylvania

Founded

1876

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Simplify's Take

What believers are saying

  • Q2 2026 net income reached $23.0 million while net interest margin rose to 3.49%.
  • Deposits grew $119.2 million sequentially in Q2 2026, funding loan growth cheaply.
  • Management raised the quarterly dividend to $0.23 and kept buying back shares.

What critics are saying

  • A $5.2 million OREO charge in Q2 2026 exposed stale property risk.
  • Director Michael Turner sold 8,000 shares on August 13, 2026, signaling caution.
  • If credit deteriorates further, small-bank spread gains vanish behind localized commercial losses.

What makes Univest unique

  • Univest combines banking, insurance, investments, and equipment financing under one regional platform.
  • Its Q1 2026 efficiency ratio improved 190 basis points after technology investments.
  • Commercial lending and fee businesses offset reliance on spread income.

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Benefits

  • Health Insurance
  • 401(k) Company Match
  • Paid Vacation
  • Disability Insurance
  • Paid Holidays
  • Life Insurance
  • Tuition Reimbursement
  • Wellness Program
  • Professional Development Budget
  • Training Programs
  • Hybrid Work Options

Company News

Yahoo Finance
Oct 28th, 2026
Univest Q3 net income falls to $21.6M from $25.6M on higher credit loss provisions

Univest Financial Corporation reported third-quarter net income of $21.6 million, or $0.78 per diluted share, down from $25.6 million, or $0.89 per share, a year earlier. The Pennsylvania bank holding company blamed a higher provision for credit losses tied to elevated charge-offs. The provision rose to $9.0 million from $517 thousand a year earlier. Net charge-offs reached $17.6 million, including $14.4 million on a $28.3 million commercial loan relationship. Net interest income rose 10.5% to $67.8 million. Noninterest income was $22.3 million, while noninterest expense rose 6.6% to $54.0 million. Total deposits grew $421.5 million from June 30. Gross loans and leases fell $27.5 million over the same period. Univest declared a quarterly dividend of $0.23 per share, payable November 25, 2026.

Associated Press
Jul 22nd, 2026
Univest Financial reports $23M Q2 income despite $5.2M OREO property charge

Univest Financial Corporation reported second-quarter net income of $23.0 million, or $0.82 per diluted share, compared to $20.0 million, or $0.69 per share, in the same period last year. The results included a $5.2 million pre-tax charge related to a valuation adjustment on a real estate property, reducing earnings by $0.15 per share. This was partially offset by $708,000 in tax-free bank-owned life insurance death benefit proceeds. Gross loans and leases grew $101.7 million, or 1.5%, from the previous quarter, driven by commercial and real estate lending. Total deposits increased $119.2 million, or 1.8%, during the same period. Net interest income rose to $66.2 million, up 11.3% year-over-year, whilst net interest margin improved to 3.49% from 3.20% a year earlier. The company declared a quarterly dividend of $0.23 per share.

Yahoo Finance
May 1st, 2026
Univest Financial director sells 43% of holdings for $491K after Q1 earnings beat

Natalye Paquin, director of Univest Financial Corporation, sold 13,000 shares of common stock in an open-market transaction on 27 April 2026 for approximately $491,000, according to an SEC Form 4 filing. The sale represented 43% of her directly held common stock position. Following the transaction, Paquin retains roughly 17,004 shares valued at approximately $641,560. This marks her only open-market sale during the reported period, with prior activity consisting exclusively of purchases and administrative adjustments. The sale followed Univest Financial's first-quarter results released on 22 April, which showed net income of $27.1 million and diluted earnings per share of $0.96, a 21% increase over the prior year. The stock gained over 8% in April.

Yahoo Finance
Apr 24th, 2026
Univest reports 24.7% jump in Q1 earnings to $0.96 per share, raises dividend 4.5%

Univest reported first-quarter 2026 net income of $27.1 million, or $0.96 per share, representing a 24.7% increase in earnings per share compared to the first quarter of 2025. Return on average assets improved to 1.33% for the quarter. The company's loan-to-deposit ratio decreased 280 basis points year-over-year, whilst the efficiency ratio declined 190 basis points, demonstrating improved operating leverage from recent technology investments. Net interest margin expanded 23 basis points to 3.33%. Credit quality remained strong, with non-performing loans representing 0.25% of total loans and net charge-offs totalling seven basis points annualised. Non-interest income increased 11% year-over-year when excluding bank-owned life insurance death benefits, driven by strength in investment advisory, insurance and fee income. Univest rewarded shareholders by increasing its quarterly dividend 4.5% to $0.23 per share and repurchasing 351,138 shares during the quarter.

Investors Hangout
Feb 17th, 2026
Eightco Holdings boosts at-the-market offering to $2.75M amid revenue decline

Eightco Holdings Inc. increased its at-the-market offering from $2 million to $2.75 million in 2024 to fund operational growth, according to SEC filings. The company works with Univest Securities under Form S-3 registration requirements. The firm eliminated $5.4 million in convertible notes, increased shareholder equity by $23 million, and cancelled 5.9 million dilutive shares. Gross profit margin rose to 22% from 12%, though overall revenue declined nearly 3%. Eightco regained NASDAQ compliance after maintaining a closing bid price above $1 for 20 consecutive days. The company executed a reverse stock split, reducing outstanding shares from 8.9 million to 1.75 million. Through subsidiary Forever 8 Fund LLC, it plans strategic acquisitions in e-commerce technology, targeting $100 million revenue and positive EBITDA by 2025.