Retail Banking Professional

6 days ago


Custer, Michigan, United States Univest Financial Corporation Full time

Customer Service Representative Opportunity

We are seeking a highly motivated and customer-focused individual to join our team as a Sales and Service Representative. In this role, you will be responsible for developing and maintaining personal banking relationships with new and existing customers.

The ideal candidate will have a strong background in retail sales or telemarketing, with a proven track record of success. They will also possess excellent written and verbal communication skills, as well as the ability to work effectively in a fast-paced environment.

Key Responsibilities

  • Deliver exceptional customer service and build long-lasting relationships with clients
  • Guide customers to purchase bank products that meet their needs
  • Use customer interactions to introduce additional products and services
  • Identify customer needs and cross-sell opportunities
  • Engage in outbound calling to customers
  • Develop knowledge and understanding of Univest Products and Services
  • Adhere to outlined sales flow and learn daily operational procedures

Requirements

  • Bachelor's degree in Business Administration or related field
  • 2+ years of experience in retail sales or telemarketing
  • Proven sales results and ability to meet targets
  • Excellent written and verbal communication skills
  • Able to work effectively in a fast-paced environment

Benefits

As a member of our team, you will enjoy a competitive salary and benefits package, including health insurance, 401(k) matching, and paid time off.



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