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Employee Savings & Discounts: Perks@Work

Commercial Banking

smart idea for business owners

A UNIQUE FINANCIAL BENEFITS PROGRAM

Increase satisfaction levels. Build up workplace morale. Improve life for your employees.

What is the Perks@Work Affinity Program?

PERKS@WORK IS A FREE FINANCIAL BENEFITS PROGRAM

created for business owners which can be offered as part of an employee compensation package. The objective of the program is to provide employees’ resources and special offers related to their financial well-being with the goal of assisting an employer in increasing employee satisfaction and building workplace morale. A great addition to any benefits package, this program will enhance the overall value that is beneficial across all demographics. This unique financial fitness program includes employee discounts, retirement and investment solutions, insurance advice, an online information center and access to educational seminars hosted by Univest.
  • Bonus for opening a new checking account
  • Extra cash for referring new clients to the bank
  • First year custodian fee waiver on brokerage IRA accounts
  • Credit towards transfer fees for new incoming investment accounts
  • Save on mortgage application fees
  • Loan rate discount for ACH payments made from a Univest account
  • Complimentary retirement planning consultation
  • Free, no obligation insurance quotes
  • Complimentary coverage review
  • Fraud & Identity Theft
  • Budgeting & Money Management
  • Managing Credit
  • Mortgage Basics
  • First-Time Homebuyers
  • Investment Properties
  • Insurance Basics
  • Retirement Planning
  • Life Insurance & Long-Term Care Insurance
  • College Planning
  • Financial Planning
Designed to help meet your employees’ banking, insurance and investment needs, improve your employee benefits package today by enrolling in Perks@Work. Get in touch with our team using the provided contact form.

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