Sales and Service Representative
4 days ago
We are seeking a highly motivated and customer-focused Sales and Service Representative to join our East Greenville 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.
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.
- Complete notary training if designated as a notary for the branch.
- 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 with approximately $7.9 billion in assets and $5.0 billion in assets under management. We are headquartered in Souderton, PA, and have a strong commitment to philanthropy and community involvement. Our employees are encouraged to be their authentic selves and work collaboratively to drive change and innovation in the financial services industry.
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Sales and Service Representative
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East Greenville, Pennsylvania, United States Univest Financial Corporation Full timeAbout Univest Financial CorporationUnivest 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 SummaryWe are seeking a highly motivated and customer-focused Sales and Service Representative to...
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Sales and Service Representative
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East Greenville, Pennsylvania, United States Univest Financial Corporation Full timeAbout Univest Financial CorporationUnivest 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 SummaryWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our...
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Sales and Service Representative
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East Greenville, Pennsylvania, United States Univest Corporation of PA Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our East Greenville team. As a key member of our financial center, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding customers to...
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