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Univest Financial Corporation Overview

Univest Financial Corporation is a growing regional company with a rich, 143-year history. Over the years it has evolved into a full-service financial services provider. Its wholly-owned subsidiary, Univest Bank and Trust Co., Member FDIC, has approximately $5.4 billion in assets and Girard, a Univest Wealth Division, has $3.8 billion in assets under management and supervision as of December 31, 2019. In addition, it provides insurance solutions, mortgage banking and equipment financing for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region. Headquartered in Souderton, Pa. and founded in 1876, throughout the years, Univest has remained committed to giving its customers access to local decision makers who live and work in the communities it serves. Univest’s employees are its number one asset. They bring “The Univest Way” to life with exceptional customer service and a focus on building relationships. Univest delivers its comprehensive financial solutions through a network of more than 50 offices mostly in southeastern and central Pennsylvania as well as southern New Jersey and online at www.univest.net.

Purpose
Univest is a community and employee-centric organization that believes in putting our core values into action to deliver an excellent customer experience.
Vision
To be the best integrated financial solutions provider in the market.
Mission
Our purpose and philosophy is to be a strong, influential leader in the markets we choose to serve. We will provide financial solutions to individuals, businesses and non-profit organizations; maintain an active role in our communities; and build loyal relationships with our customers and employees so that a fair profit will be provided for both the Corporation and our shareholders.
Additional Culture Details
At Univest, our rich history of success has been built on the foundation of 5 core values. In addition, The Univest Way is made up of 18 “fundamentals” that describe the daily practices that make these values and our culture come to life. They’re what differentiates us from others and what drives our continued success. Those fundamentals are:

1.    ALWAYS DO THE RIGHT THING.
2.    HAVE A GROWTH MINDSET.
3.    PRACTICE SERVANT LEADERSHIP.
4.    INVEST IN RELATIONSHIPS.
5.    DELIVER EXCEPTIONAL SERVICE.
6.    COMPLY WITH REGULATIONS.
7.    DON’T BE AN ENERGY VAMPIRE.
8.    BE NICE.
9.    ATTACK THE PROBLEM NOT THE PERSON.
10.    COLLABORATE.
11.    HONOR COMMITMENTS
12.    GIVE BACK.
13.    PROVIDE SOLUTIONS.
14.    LISTEN GENEROUSLY.
15.    SPEAK STRAIGHT.
16.    ASSUME POSITIVE INTENT.
17.    CELEBRATE SUCCESS.
18.    HAVE FUN.
Values
Tradition: We have a rich history built on time-honored values, hard work and sound innovation
Integrity: We believe employees, customers, shareholders and the communities we serve should be treated with honesty, fairness and respect
Excellence: We provide personalized service and strong results to customers by delivering integrated solutions through teamwork, technology and industry expertise.
Community: We are socially responsible, committed to serving our communities through strong leadership, volunteerism and financial support
Spirituality: We believe in the basic goodness of our fellow men and women, and our actions are guided by a sense of compassion and moral responsibility.
Headquarters
Souderton, PA
Employees
858 US Employees
Industry
Banks
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Awards

Top Workplaces Regional Awards
2020

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