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Sales and Service Representative

2 months ago

Line Lexington, Pennsylvania, United States Univest Financial Corporation Full time
About the Role

We are seeking a highly motivated and customer-focused Sales and Service Representative to join our team at Univest Financial Corporation. As a Sales and Service Representative, you will be responsible for 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.

Key Responsibilities
  • Provide friendly, courteous, and 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
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, we are committed to investing in the success of our employees and customers.

We offer a dynamic and inclusive work environment that encourages collaboration, innovation, and professional growth. Our employees are empowered to be their authentic selves and to make a positive impact in the communities we serve.