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Sales and Service Representative
2 months ago
We are seeking a highly motivated and customer-focused Sales and Service Representative to join our team at Univest Financial Corporation. As a key member of our retail banking 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.
- 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 to promote bank products and services.
- Develop knowledge and understanding of Univest products and services to provide expert advice to customers.
- Leverage bank promotions to drive sales and revenue growth.
- Actively participate in branch activities, development, and training programs to enhance skills and knowledge.
- Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.
- 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, verbal, and 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.
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. With a rich history dating back to 1876, we have a strong commitment to philanthropy and community involvement. Our employees are encouraged to be their authentic selves, and we foster a culture that inspires change and inclusivity.
