Sales and Service Representative

4 weeks ago


Allentown, Pennsylvania, United States Univest Financial Corporation Full time

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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