Sales and Service Representative

1 month ago


Souderton, Pennsylvania, United States Univest Financial Corporation Full time
Overview

Univest Financial Corporation, a leading financial institution with approximately $7.9 billion in assets and $5.0 billion in assets under management, is seeking a highly motivated and customer-focused Sales and Service Representative to join its team. With a rich history dating back to 1876, Univest has established itself as a trusted partner in the Mid-Atlantic Region, providing a full range of financial solutions to individuals, businesses, municipalities, and nonprofit organizations.

Key Responsibilities
  • Develop and maintain personal banking relationships with new and existing customers, providing exceptional customer service and guiding them to purchase bank products that meet their needs.
  • Utilize each customer interaction as an opportunity to introduce additional products and services, broadening the relationship and driving business growth.
  • Responsible for serving customers from the teller line, completing a variety of financial transactions following technical and operational guidelines.
  • Float among the North Group's Financial Centers, including Bethlehem, East Greenville, Franconia, Allentown, Hilltown, Lahaska, Milford, and Souderton, with mileage reimbursement included.
Requirements
  • High school diploma or equivalent required.
  • Attention to detail and ability to prioritize tasks.
  • Experience in retail sales or telemarketing with proven sales results.
  • Strong written, verbal, and 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, and Univest University's Pre-Supervisor Certificate Program.
Univest Financial Corporation is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.



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