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Sales and Service Representative

2 months ago

East Greenville, Pennsylvania, United States Univest Financial Corporation Full time

About Univest Financial Corporation

Univest Financial Corporation is a leading financial services company that provides a full-range of financial solutions for individuals, businesses, municipalities, and nonprofit organizations in the Mid-Atlantic Region.

Job Summary

We are seeking a highly motivated and customer-focused Sales and Service Representative to join our East Greenville 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.

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
  • 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

What We Offer

Univest Financial Corporation offers a competitive compensation package, including a comprehensive benefits program, opportunities for professional growth and development, and a collaborative and inclusive work environment.