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Univest Financial Corporation
West, PA | Other
$92k-120k (estimate)
5 Months Ago
PRWT Services
West, PA | Full Time
$36k-45k (estimate)
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Financial Center Manager
$92k-120k (estimate)
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Univest Financial Corporation is Hiring a Financial Center Manager Near West, PA

Overview

Univest Financial Corporation (UVSP), has approximately $7.2 billion in assets and $4.2 billion in assets under management (as of December 2022). 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 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 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 Financial Center Manager to join our West Lawn Team.

The 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.

Responsibilities

  • 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 

Qualifications

  • 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

Click here for Benefit Information

#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.

Job Summary

JOB TYPE

Other

SALARY

$92k-120k (estimate)

POST DATE

11/11/2022

EXPIRATION DATE

06/29/2023

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The following is the career advancement route for Financial Center Manager positions, which can be used as a reference in future career path planning. As a Financial Center Manager, it can be promoted into senior positions as a Finance Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Center Manager. You can explore the career advancement for a Financial Center Manager below and select your interested title to get hiring information.

If you are interested in becoming a Financial Center Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Center Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Center Manager job description and responsibilities

Complete financial reports, lead the month-end closing process and conduct monthly financial forecast.

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Financial managers may serve as business advisers and perform more data analysis.

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They might also Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

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They oversee financial details to ensure that all legal requirements are met and supervise other employees who do financial budgeting and reporting.

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They produce financial statements, forecasts and business activity reports, and they examine reports to determine ways to reduce costs and maximize profits.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Center Manager jobs

A financial manager has to prepare forecasts, financial statements, business activity reports, and maintain the financial health of an organization.

12/20/2021: Anchorage, AK

A financial manager may also oversee other financial staff.

01/24/2022: Danbury, CT

Financial managers are responsible for the financial health of an organization.

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Financial managers may look after government appropriations and budgeting processes, whereas healthcare financial managers oversee all aspects of finance for hospitals, physicians’ groups, managed care facilities, and other medical providers.

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The financial manager must deal with the money and capital markets.

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Step 3: View the best colleges and universities for Financial Center Manager.

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