Business Development Officer

Univest Financial Corp

Business Development Officer

US-PA-Allentown

Job ID : 6643

Type : Full Time

# of Openings : 1

Category : Consumer Banking

Univest Financial Corporation

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're hiring a Business Devlopment Officer to join our Lehigh Valley Team.

Responsibilities

Learn the various financial products Univest has available for sale and how they help small businesses. Cross-sell other bank services by collaborating with other areas of the bank to enhance the overall marketing effort of the corporation.

Manage relationships including a COI network.

Accountable for developing new prospects and obtaining new clients for Univest.

Be knowledgeable about a customer's business and plans for the future, as well as the customer's borrowing needs and ability to repay debt.

Increase visibility in the bank's sales and marketing area by participating in business, service and other non-profit community organizations.

Ability to build relationships with financial service center managers, lenders and members of all business lines facilitating an air of teamwork, alliance and success.

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Perform other duties as assigned.

Qualifications

Customer-focusedpersonwith strong knowledge of sales and ability to learn banking insurance and investment products and processes with 5-8 years sales experience.

Ability to cross-sell products along with proven sales and product expertise with business clients.

Strong community involvement in geographic area.

Bachelor's degree in Finance or equivalent experience in related area desired. Trained in financial product sales and business-to-business selling required.

Self-starter has the ability to handle most problems / exceptions in aself-reliantmanner, self-motivated and a team player. Someone who values team results over personal results.

Achievement-orientedpersonwith strongguidanceandcommunication skills.

PC experience specifically in Excel Word and Outlook Salesforce.com desired

Wage Range :

The salary for this position ranges from $65,900.00 to $114,700.00

Benefits Overview :

Univest offer's 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

Click here for Benefit Information

#Univest

#LI-Hybrid

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.

Please see job description

PI276011469