Univest Bank and Trust Co., MONTGOMERY BRANCH

Name:Univest Bank and Trust Co., MONTGOMERY BRANCH
Full Service Brick and Mortar Office
Review: 4.5star3 client reviews
Location:986 Bethlehem Pike
Montgomeryville, PA 18936

Montgomery County
View Other Branches
 
Phone:215-699-3525
FDIC Cert:#7759
Established:05/15/1970


The Bank

Name:Univest Bank and Trust Co.
Concentration:Commercial Lending Specialization
Established:04/01/1876
FDIC Insurance:01/01/1934
Holden By:UNIVEST FINANCIAL CORP
Charter Class:Commercial bank, state charter and Fed member, supervised by the Federal Reserve (FRB)
# of Branches:55, view all, view on map
Website:http://www.univest.net
Total Assets:$7,762,404,000
Total Deposits:$6,493,126,000
Total Equity Capital:$856,289,000
Total Domestic Office Deposits:$6,493,126,000
Net Income:$80,105,000
Quarterly Net Income:$18,818,000
Return on Assets:1%
Quarterly Return on Assets:1%
Return on Equity:10%
Quarterly Return on Equity:9%
 More...


Client Review

3 client reviews of Univest Bank and Trust Co. scored 4.5 out of 5.

Love our Bankers - NOT NEW DOYLESTOWN LOCATION
 5star Overall Rating
 5star Office Environment & Staff
by KSA1, Oct. 18, 2021

Very disappointed with the new location of the Doylestown branch.  It's very inconvenient.

The old location on State Street was the BEST!  

* this reviewer has be with this bank for 3 - 10 years
* this reviewer had 3 - 5 banks before.
* this review was made on Univest Bank and Trust Co., Doylestown Branch at Doylestown, PA
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Putting the customer first!
 5star Overall Rating
 5star Interest Rate and Cost
 5star Office Environment & Staff
 5star Waiting Time
 5star Other Services
by ILVOC, Jan. 11, 2019

I can't say enough about this branch.  I have been with Univest for over 30 years.  I live in Montgomery county.  The service and products have always been ok.  But I recently bought a property in OC NJ and started using the branch on 9th and West.  I won't go to any other branch now unless I desperately have to.  Yes the products are the same but the team there is awesome.  First off, they know their s*&t, they are patient and professional.  They helped me so often with challenges that I was having.  They went go above and beyond.  It's not just with me, I saw how they treated the other customers that come in.  It's actually fun to go there and do banking stuff!  The manager there has done a great job building a high performing team.  I see that there's is ownership from each teammate at that branch.  Whether you are going through the drive through or going in to open an account, expect to have an awesome experience.

* this reviewer has be with this bank for >10 years
* this reviewer had 1 - 2 banks before.
* this review was made on Univest Bank and Trust Co., Ocean City Branch at Ocean City, NJ
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Not a very friendly teller
 4star Overall Rating
 3star Interest Rate and Cost
 3star Office Environment & Staff
 3star Waiting Time
 1star Other Services
by Fallleaves, Dec. 03, 2015

I normally do banking on line. But the for the first time i needed cash to finish my Christmas shopping. Unfortunately I withdrew pretty big amount and I wanted my cash in certain denominations., like mostly twenties and tens. She didn't look thrilled while she was counting the bills. I apologized for having her to do that for me, but she didn't say anything. It was like a bother to her. I worked for a bank for years and we were always told no matter how your day is going, always show courtesy and keep smiling to all your customers. she didn't even say thank you or have a nice day or even smiled!!! Thank goodness there is always an online banking or a Mac machine.

* this reviewer has be with this bank for >10 years
* this reviewer had 1 - 2 banks before.
* this review was made on Univest Bank and Trust Co., Franconia Branch at Franconia, PA
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