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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 institution providing 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, 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

Qualifications

  • 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

At Univest Financial Corporation, we invest in the success of our employees and customers. We offer a dynamic and inclusive work environment, opportunities for career growth and development, and a competitive compensation package.