Sales & Service Representative

Sales And Service RepresentativeUnivest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours.At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.We're hiring a Sales And Service Representative to join our Warminster team.Responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service. This position will guide customers to purchase bank products that meet their needs and use each customer interaction as an opportunity to introduce additional products and services to broaden the relationship. The incumbent will also be responsible for serving the banks customers from the teller line by completing a variety of financial transactions following technical and operational guidelines. Time spent in various aspects of this role will vary depending upon Financial Center needs.ResponsibilitiesProvide friendly, courteous, professional customer servicePerform all teller and platform transactions promptly, efficiently, and accuratelyAdhere to all procedures including operational and corporate customer service guidelinesAbility to operate required technology and applicable software on equipment including but not limited to computers, cash recyclers, iPads, ATMs, etc.Identify customer needs and cross sell opportunities to develop new businessEngage in outbound calling to customersDevelop knowledge and understanding of Univest Products and ServicesLeverage bank promotionsAdhere to outlined sales flowLearn and become proficient in daily operational proceduresActively participate in branch activities, development and training programsComplete notary training if position is designated as notary for branchResponsible for compliance with laws and regulations that apply to the position, including the Univest Code of ConductPerform additional duties as requiredQualificationsHigh school diploma/GED or equivalencyAttention to detail and ability to prioritizeExperience in Retail Sales or Telemarketing with proven sales resultsStrong written/verbal/organizational skillsPrevious experience with MS Office SuiteNeat, professional appearance following established guidelines for appropriate dressSuccessful completion of the following programs within 12 months of hire:SSR training and certificationConsumer Loans training and certificationTeller training and certificationUnivest Universitys Pre-Supervisor Certificate ProgramWage Range: The salary for this position begins at $23.00/hrBenefits Overview: Univest offers a comprehensive benefits package that includes:Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employmentPaid Time Off (PTO): 15 days annually (prorated your first year)Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)Holiday Time Off: 11 paid holidaysCommissions: Paid quarterly based on individual and team productionWe offer company paid life insurance: as well as other supplemental insurancesTuition reimbursementEmployee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursementDiscounts: on loan productsProfessional development trainingsAn Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.