• Oversee the planning, delivery and assessment of the Corporate-wide training program.• Conduct needs assessment and gap analysis to identify training needs to support the goals of Univest.• Develop, manage and conduct training and development programs, including, but not limited to: Orientation of all new employees, leadership development and certificate programs, and new initiatives and pilots as requested, assessed or needed.• Manage training consultant contracts and work with consultants to develop and deliver programs for DEI, Leadership, and specialized training.• Supervise and motivate trainers by providing the tools, curriculum, coaching and positive environment needed. • Continuously assess effectiveness of training programs and identify training needs and opportunities; prioritize and balance corporate-wide programs with local training offerings while leveraging technology to improve effectiveness, mitigate issues of distance and provide the best opportunities for learning for all generations of employees. • Utilize metrics to continuously assess progress and training impact. • Develop relationships and network with other training professionals in order to share best practices and new initiatives. • Participate in Department and Corporate initiatives and programs.• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct • Perform additional duties as required.

Assists the Director of Training and Development with programs that drive, promote and enhance Univest’s philosophy, core values, and overall employee engagement.Develops calendar for organizational training and schedule all workshops with external facilitators. Coordinates certificate programs.Assesses needs, designs courses, implements and evaluates outcomes for a sustainable training curriculum focused on business development and customer relationship building.Performs needs assessment and gap analysis to identify training needs per department, team and individual

Responsible for classroom and in-branch training and development of new and existing consumer staff using the standards established for all customer interactions.Responsible for conducting operational visits to the Financial Centers as needed to reinforce staff duties, operations and policies and procedures.Responsible for design, development and delivery of new Consumer initiatives, including the updating of the Teller course curriculum, training manuals, Head Teller manual, Career Path Certification testing and online certification questions for tellers.Responsible to assist with the support phone line by answering operational teller-related questions from internal employees.Responsible for scheduling, monitoring and evaluating all training requirements including annual compliance and product training.

Responsible for managing an office in Telford and an office in Schwenksville from April 2015 to September 2015.Responsible for managing an office in Schwenksville and an office in East Greenville from January 2016 to April 2016.Responsible for the supervision of teller and platform staff including the full review process of establishing performance expectations (goals), and the completion and delivery of evaluationsResponsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct, and ensuring adherence to all bank policies and security procedures including dual controlResponsible to uphold the operational scorecard standards of the officeGenerate and maintain expected sales and performance goalsCoach and mentor platform staff on sales and service expectationsCoach and mentor tellers to ensure use of customer service standards and meeting teller awareness expectationsFacilitates open and clear communication at consistent weekly meetings with staff Interviews employees for branch openingsResponsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Other duties as assigned and responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Service new and existing small business customers assigned to the branch with the goal to retain and develop system lock-in by evaluating cross selling opportunities for other deposits, loans, insurance, investments and mortgages Identify and develop prospective leads for new business for FSC, cultivate existing business relationships to obtain additional business and referrals Develop and maintain an active Main Street prospect/customer list in CRM Represents the bank in various civic and community functions to further enhance the bank’s reputation while developing additional opportunities for business.

Responsible for the supervision of teller and platform staff including the full review process of establishing performance expectations (goals), and the completion and delivery of evaluationsResponsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct, and ensuring adherence to all bank policies and security procedures including dual controlResponsible to uphold the operational scorecard standards of the officeGenerate and maintain expected sales and performance goalsMonitors and maintains profitability components in which there is direct control by the manager and staff Coach and mentor platform staff on sales and service expectationsCoach and mentor tellers to ensure use of customer service standards and meeting teller awareness expectationsFacilitates open and clear communication at consistent weekly meetings with staff Interviews employees for branch openingsResponsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Other duties as assigned and responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Service new and existing small business customers assigned to the branch with the goal to retain and develop system lock-in by evaluating cross selling opportunities for other deposits, loans, insurance, investments and mortgages Identify and develop prospective leads for new business for FSC, cultivate existing business relationships to obtain additional business and referrals Develop and maintain an active Main Street prospect/customer list in CRM Represents the bank in various civic and community functions to further enhance the bank’s reputation while developing additional opportunities for business.

Responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service.Discovers customer needs and cross sell opportunities to develop new business.Assists in bank promotions by regularly participating in teller awareness.Head Teller CertifiedAssists in training new hires in regards to our loan products and how to correctly input a loan application

Responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service.Discovers customer needs and cross sell opportunities to develop new business.Assists in bank promotions by regularly participating in teller awareness.