Univest Bank and Trust Co.


Overview / Commentary
215-721-2464
10 West Broad Street
Souderton, PA 18964

Univest Bank and Trust Co. is headquartered in Souderton and is the 10th largest bank in the state of Pennsylvania. It is also the 220th largest bank in the nation. It was established in 1876 and as of June of 2020, it had grown to 794 employees at 47 locations. Univest Bank and Trust Co. has an A health rating.

Reviews (2)

Awesome People

Posted by: |

I love this bank. Every time I walk into the bank I am greeted by the tellers by name. It makes me feel special and warm. Then after they finish my transaction flawlessly, they always ask me if I would like a cookie. This bank bakes their cookies in-house and they are so delicious! It's always a nice part of my day when I am there. I'm thankful to be part of this bank.

Great Bank

Posted by: |

Last year when I moved to Philadelphia, I happened to walk by a small bank on 36th and Market st called UniBank. They had an offer for 1.3% return on a 24 month CD, which is pretty high nowaways for banks with physical locations. Turns out, this bank is mainly in the Northeast and they also have slightly higher yield savings accounts as well. I opened my account there in August, 2016 and have been very happy with the interest rates and the service. They are open on many holidays as well, which has made it easy for me to access them whenever I have a question or have a banking need. Since they are a smaller branch, they focus more on customer service, and I feel like I am not just a number to them. The tellers both know me by name and always greet me with a smiling face. I currently only have a CD with them, but will consider opening another savings account in the near future.



Health

Health Grade Components

Overall
FDIC Certificate #7759
Year Established1876
Employees794
Primary RegulatorFED
Profit Margin
Return on Assets - YTD0.21%
Return on Equity - YTD1.72%
Annual Interest Income$102.0MM
Assets and Liabilities
AssetsQ2 2020vs Q2 2019$6.10B$5.13B
LoansQ2 2020vs Q2 2019$4.90B$4.14B
DepositsQ2 2020vs Q2 2019$4.94B$4.20B
Equity CapitalQ2 2020vs Q2 2019$673.3MM$664.1MM
Loan Loss AllowanceQ2 2020vs Q2 2019$86.2MM$32.6MM
Unbacked Noncurrent LoansQ2 2020vs Q2 2019$26.5MM$26.8MM
Real Estate OwnedQ2 2020vs Q2 2019$8.6MM$540.00K
Rates
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Univest Bank and Trust Co. CD Rates

APYMINMAXACCOUNT NAMEVIEW DETAILS
1.30%$500-72 Month Fixed CD
1.25%$500-60 Month Fixed CD
1.15%$500-48 Month Fixed CD
1.10%$500-36 Month Fixed CD
0.85%$500-30 Month Fixed CD
0.75%$500-24 Month Fixed CD
0.55%$500-18 Month Fixed CD
0.45%$500-12 Month Fixed CD
0.20%$500-9 Month Fixed CD
0.10%$500-26 Week Fixed CD
0.05%$500-91 Day Fixed CD

Univest Bank and Trust Co. IRA Rates

APYMINMAXACCOUNT NAMEVIEW DETAILS
1.10%$500-36 Month Fixed IRA
0.95%$500-60 Month Fixed IRA
0.95%$500-72 Month Fixed IRA
0.85%$500-30 Month Fixed IRA
0.85%$500-48 Month Fixed IRA
0.75%$500-24 Month Fixed IRA
0.55%$500-18 Month Fixed IRA
0.45%$500-12 Month Fixed IRA
0.20%$500-9 Month Fixed IRA
0.10%$500-26 Week Fixed IRA
0.05%$500-91 Day Fixed IRA
Locations

Availability



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