Retail Banking Professional

3 days ago


East Greenville, Pennsylvania, United States Univest Financial Corporation Full time
About Univest Financial Corporation:
Univest Financial Corporation is a leading provider of financial solutions for individuals, businesses, municipalities, and nonprofit organizations in the Mid-Atlantic Region. With approximately $7.9 billion in assets and $5.0 billion in assets under management and supervision, we offer a wide range of financial services, including personal and commercial banking, wealth management, and insurance.

Job Overview:
We are seeking a highly motivated and customer-focused individual to join our team as a Sales and Service Representative. In this role, you will play a key part in delivering exceptional customer experiences and helping us achieve our mission of providing personalized financial solutions.

Key Responsibilities:
- Develop and maintain personal banking relationships with customers
- Provide quality customer service and support
- Guide customers to purchase bank products that meet their needs
- Identify and pursue cross-selling opportunities to develop new business
- Engage in outbound calling to customers
- Develop knowledge and understanding of Univest Products and Services

Salary and Benefits:
- Estimated salary: $45,000 - $60,000 per year
- Opportunities for career growth and professional development
- Collaborative and inclusive work environment
- Recognition and rewards for outstanding performance

Requirements:
- High school diploma or equivalent
- 1-2 years of experience in retail sales or telemarketing with proven sales results
- Strong written and verbal skills
- Previous experience with MS Office Suite


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