Customer Service Representative
3 weeks ago
Univest Financial Corporation is seeking a highly motivated and customer-focused Sales and Service Representative to join our Newtown Team. As a Sales and Service Representative, you will be responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service. This role 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.
Responsibilities
• Provide friendly, courteous, professional customer service
• Perform all teller and platform transactions promptly, efficiently, and accurately
• Adhere to all procedures including operational and corporate customer service guidelines
• 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
• Complete notary training if position is designated as notary for branch
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform additional duties as required
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
• Successful completion of the following programs within 12 months of hire: SSR training and certification, Consumer Loans training and certification, Teller training and certification, Univest University's Pre-Supervisor Certificate Program
About Univest Financial Corporation
Univest Financial Corporation is a full-service financial institution that provides a range 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, Univest is committed to investing in the success of its employees and customers. We offer a culture and environment that inspires change and inclusivity, and we are seeking career-focused individuals who are passionate about delivering exceptional customer service and driving business results.
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