Financial Services Representative

4 weeks ago


Newtown, Pennsylvania, United States Univest Financial Corporation Full time
Job Summary

Univest Financial Corporation is seeking a highly motivated and customer-focused Financial Services Representative to join our Newtown Team. As a key member of our team, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding customers to purchase bank products that meet their needs.

Key Responsibilities
  • Provide friendly, courteous, and professional customer service
  • Perform all teller and platform transactions promptly, efficiently, and accurately
  • Identify customer needs and cross-sell opportunities to develop new business
  • Engage in outbound calling to customers
  • Develop knowledge and understanding of Univest Products and Services
  • Leverage bank promotions
  • Adhere to outlined sales flow
  • Learn and become proficient in daily operational procedures
  • Actively participate in branch activities, development, and training programs
Requirements
  • High school diploma/GED or equivalency
  • Attention to detail and ability to prioritize
  • Experience in Retail Sales or Telemarketing with proven sales results
  • Strong written/verbal/organizational skills
  • Previous experience with MS Office Suite
  • Neat, professional appearance following established guidelines for appropriate dress
What We Offer

At Univest, we invest in the success of our employees and customers. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.



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