Univest provides a full range of banking, insurance & investment solutions. Browse our online banking services or find a location near you.

Finance

Univest

Univest's headquarters in Douglassville, PA, United States

Jeffrey M. Schweitzer

Rick Mack

Janet Whitehead Phr, Cebs

Patrick McCormick

Briana Doña

Ryan Crouthamel

Eric W. Conner

Brian J. Richardson

Ron Flaherty

Mike Keim

Michael S. Keim

Megan D. Santana

William S. Aichele

Roger H. Ballou

Todd S. Benning

Glenn E. Moyer

Thomas M. Petro

Michael L. Turner

Robert C. Wonderling

Charles H. Zimmerman III

Natalye Paquin

Joseph P. Beebe

Suzanne Keenan

Martin P. Connor

The Commercial Banking & Lending team at Univest specializes in providing tailored financial solutions to businesses and organizations. This team, which includes a diverse group of portfolio managers, relationship managers, credit analysts, and underwriting experts, focuses on developing and managing commercial loan portfolios, fostering client relationships, and offering strategic advice for growth. Their efforts are aimed at ensuring clients have access to the necessary capital and banking services to achieve their business objectives.

Commercial Banking & Lending

The Financial Operations team at Univest is responsible for overseeing and streamlining the bank's deposit, loan, and financial reporting processes. This team ensures efficient transaction handling, maintains regulatory compliance, and provides analytical support to enhance operational effectiveness and profitability across various financial services. They work collaboratively to manage risks, optimize workflows, and deliver exceptional service to clients and stakeholders.

Financial Operations

The Sales and Business Development team at Univest focuses on driving growth and expanding the company's market presence through strategic sales initiatives and customer relationship management. Comprised of diverse roles, including account specialists, sales managers, and business development officers, the team collaborates to deliver tailored banking, insurance, and investment solutions to meet client needs while fostering long-term partnerships and maximizing revenue potential.

Sales and Business Development

The Risk Management and Compliance team at Univest is responsible for identifying, assessing, and mitigating risks across banking, insurance, and investment services. They ensure regulatory compliance, investigate fraud, and implement strategies to enhance operational integrity while safeguarding the company's assets and reputation. Their expertise supports robust credit and underwriting processes, fostering a secure environment for clients and stakeholders.

Risk Management and Compliance

The Marketing and Communications team at Univest is responsible for developing and executing strategic marketing initiatives that promote the company's banking, insurance, and investment services. They work to enhance brand awareness, engage customers through targeted campaigns, and deliver effective corporate communications. This team also focuses on leveraging technology, such as Marketing Cloud and Salesforce, to improve customer experience and operational efficiency.

Marketing and Communications

The Customer Service and Support team at Univest is dedicated to delivering exceptional service to clients across banking, insurance, and investment solutions. This team is responsible for addressing customer inquiries, facilitating seamless transactions, and providing tailored support to enhance client relationships and satisfaction. Through their expertise, they ensure that customers receive timely assistance and valuable insights to manage their financial needs effectively.

Customer Service and Support

Univest

Org chart

Board & advisors

Teams

Commercial Banking & Lending

Financial Operations

Sales and Business Development

Risk Management and Compliance

Marketing and Communications

Customer Service and Support

Offices

Univest

Org chart

Board & advisors

Teams

Commercial Banking & Lending

Financial Operations

Sales and Business Development

Risk Management and Compliance

Marketing and Communications

Customer Service and Support

Offices

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