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Univest Financial Corp

Consumer Training Specialist

US-PA-Kulpsville

Job ID: 6258 Type: Full Time # of Openings: 1 Category: Consumer Banking Univest Financial Corporation

Overview  

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). 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 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 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 Consumer Training Specialist to join our Consumer Training Team in Kulpsville, PA.

Responsibilities  

40% - Responsible for classroom training and development of new and existing Consumer Staff using the standards established for all customer interactions.

30% - Responsible setting up, tracking and reporting online course offerings through Univest's Learning Management System as well as acting as point person for external training opportunities, notary registrations and NMLS tracking as needed.

20% - Responsible for assisting in the design, development and delivery of new training initiatives relating to onboarding of new employees. Update and redesign of existing Consumer initiatives, including the updating of the SSR course curriculum, training manuals, Career Path Certification testing and online certification questions for SSRs as well as developing ideas for changes in the curriculum.

10% - Prepare training materials for new hire classes and other consumer initiatives.

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

Perform additional duties as required

Qualifications  

Minimum 5 years consumer bank experience preferred; previous experience with teller and platform problem resolution with proper results required

Ability to assess current training needs, create training to close knowledge gaps and evaluate future needs.

Excellent written communication skills for course development and communicating of training results to trainee's supervisors.

Working knowledge of personal development strategies in areas of sales, customer service and communication skills

Ability to work accurately, deal with deadlines, and prioritize workload; strong organizational skills

Excellent oral communication for classroom, one-on-one training and phone interactions

Knowledge and understanding of bank procedures and settlements; accountability for following and educating all check cashing procedures and other security measures

Neat, professional appearance and demeanor at all times; ability to supervise and counsel trainees on professional conduct during the training time

Click here for Benefit Information

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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identi y, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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