Sales and Service Representative
4 weeks ago
Overview:
Univest Financial Corporation is a leading financial institution in the Mid-Atlantic Region, offering a wide range of financial solutions for individuals, businesses, and organizations. As a Sales and Service Representative, you will play a key role in 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.
Responsibilities:
- Provide friendly, courteous, professional customer service to customers at the teller line and through various financial transactions.
- Identify customer needs and cross-sell opportunities to develop new business and deepen existing relationships.
- Engage in outbound calling to customers to promote bank products and services.
- Develop knowledge and understanding of Univest products and services, including consumer loans and financial solutions.
- Adhere to all procedures, including operational and corporate customer service guidelines.
- Actively participate in branch activities, development, and training programs.
Qualifications:
- High school diploma or equivalent.
- Attention to detail and ability to prioritize tasks.
- Experience in retail sales or telemarketing with proven sales results.
- Strong written and verbal communication skills.
- Previous experience with MS Office Suite.
- Neat, professional appearance following established guidelines for appropriate dress.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive compensation and benefits package.
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