Sales and Service Representative

2 weeks ago


East Greenville Pennsylvania, United States Univest Financial Corporation Full time
About the Role

Univest Financial Corporation is seeking a highly motivated and customer-focused Sales and Service Representative to join our East Greenville Team. 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.

Key Responsibilities
  • Provide friendly, courteous, and professional customer service to meet the needs of our customers.
  • Perform all teller and platform transactions promptly, efficiently, and accurately, adhering to all procedures and guidelines.
  • Identify customer needs and cross-sell opportunities to develop new business and increase customer satisfaction.
  • Engage in outbound calling to customers to promote bank products and services.
  • Develop knowledge and understanding of Univest products and services, including financial solutions for individuals, businesses, and municipalities.
  • Actively participate in branch activities, development, and training programs to stay up-to-date on industry trends and best practices.
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.
What We Offer

As a Sales and Service Representative at Univest Financial Corporation, you will have the opportunity to work in a dynamic and customer-focused environment, where you will be encouraged to bring your ideas and creativity to drive change and innovation. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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