Doug Schmidt Email & Phone Number

Identifying, uncovering, and preventing business's risks by reviewing their operations, insurance policies, and workplace safety. Focused on all commercial business lines of insurance such as general liability, commercial property, commercial automobile, worker's compensation, professional and product liability.Specializing in mid-sized businesses from 50 to 500 employees. Univest specializes in contractors, manufacturers, landscapers, restaurants, driving schools, transportation… Show more Identifying, uncovering, and preventing business's risks by reviewing their operations, insurance policies, and workplace safety. Focused on all commercial business lines of insurance such as general liability, commercial property, commercial automobile, worker's compensation, professional and product liability.Specializing in mid-sized businesses from 50 to 500 employees. Univest specializes in contractors, manufacturers, landscapers, restaurants, driving schools, transportation, fitness centers, and many more. Show less

Ithaca, Ny

Develop comprehensive understanding of business member needs through extensive knowledge of products and services offered by the credit union. Manage new business opportunities, meet/exceed current business member expectations through company development strategies.

Warminster, Pa

Hatboro, Pa

Responsible for leading the sales and service function of the Hatboro FC. This entails sales leadership, tracking individual results, metrics, pipeline management with coaching and developing sales skills of the financial center staff and business development in our surrounding market.

Collegeville, Pa

Responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service. Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to the integrated platform. Responsible for providing a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer s business. Develops and maintains relationships… Show more Responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service. Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to the integrated platform. Responsible for providing a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer s business. Develops and maintains relationships with Univest partners to maximize sales opportunities and achieve superior sales standards. Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship. Show less

Chalfont, Pa

Responsible for the supervision of the tellers. In addition, coordinate and participate in the completion of financial transactions by following technical and operational guidelines. Actively participate in retail sales programs, teller awareness campaigns and lead the sales process on the teller line.

986 Bethelehem Pike Montgomeryville, Pa

Responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service. Guide customers to purchase bank products that meet their needs and use each customer interaction as an opportunity to introduce additional products and services to broaden relationships.