What are the responsibilities and job description for the Financial Center Manager position at Univest?
Overview
Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). 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 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 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. We seek 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 are seeking a Financial Center Manager to join our Bucks Regional Center, Doylestown PA team.
Responsibilities
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.
If this sounds like you, we’d love to talk.
The salary for this position starts at $75,000.00.
Benefits Overview
Univest offers a comprehensive benefits package that includes:
#Univest
An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.
Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). 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 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 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. We seek 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 are seeking a Financial Center Manager to join our Bucks Regional Center, Doylestown PA team.
Responsibilities
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.
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
The salary for this position starts at $75,000.00.
Benefits Overview
Univest offers a comprehensive benefits package that includes:
- Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
- Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
- Paid Time Off (PTO): 20 days annually (prorated your first year)
- Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
- Holiday Time Off: 11 paid holidays
- Commissions: paid quarterly based on individual and team production
- We offer company paid life insurance: as well as other supplemental insurances
- Tuition reimbursement
- Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
- Discounts: on loan products
- Professional development trainings
#Univest
An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.