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Financial Services Representative

2 months ago

Richboro Pennsylvania, United States Univest Financial Corporation Full time

Financial Services Representative

**About the Role**

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Univest Financial Corporation. As a key member of our team, 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.

**Responsibilities**

* Provide friendly, courteous, and professional customer service to customers in a fast-paced financial center environment
* Perform a variety of financial transactions, including teller and platform transactions, promptly, efficiently, and accurately
* Identify customer needs and cross-sell opportunities to develop new business
* Engage in outbound calling to customers to promote bank products and services
* Develop knowledge and understanding of Univest products and services
* Adhere to operational and corporate customer service guidelines

**Requirements**

* 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 and professional appearance following established guidelines for appropriate dress

**What We Offer**

* Competitive compensation and benefits package
* Opportunities for professional growth and development
* Collaborative and inclusive work environment
* Recognition and rewards for outstanding performance

**Univest Financial Corporation**

Univest Financial Corporation is a leading financial services company with a rich history of providing financial solutions to individuals, businesses, and communities. We are committed to delivering exceptional customer service and building long-term relationships with our customers.

**Equal Opportunity Employer**

Univest Financial Corporation is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all employees.