Financial Services Representative

2 weeks ago


Richboro, Pennsylvania, United States Univest Financial Corporation Full time
Job Title: Sales and Service Representative

At Univest Financial Corporation, we are seeking a highly motivated and customer-focused Sales and Service Representative to join our Richboro 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.

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.
  • 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 effectively communicate with customers.
  • Adhere to all procedures, including operational and corporate customer service guidelines.
  • Ability to operate required technology and applicable software on equipment, including computers, cash recyclers, iPads, ATMs, etc.
  • 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.

We offer a competitive compensation package, including benefits and opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



  • Richboro, Pennsylvania, United States Univest Financial Corporation Full time

    OverviewUnivest Financial Corporation, a leading financial institution with approximately $7.9 billion in assets and $5.0 billion in assets under management, is seeking a highly motivated and customer-focused Sales and Service Representative to join its Richboro team.ResponsibilitiesDevelop and maintain personal banking relationships with new and existing...


  • Richboro, Pennsylvania, United States Univest Financial Corporation Full time

    Job Title: Sales and Service RepresentativeAt Univest Financial Corporation, we are seeking a highly motivated and customer-focused Sales and Service Representative to join our Richboro 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...


  • Richboro, Pennsylvania, United States Univest Financial Corporation Full time

    Job Title: Sales and Service RepresentativeUnivest Financial Corporation is seeking a highly motivated and customer-focused Sales and Service Representative to join our team in Richboro, PA.Job Summary:We are looking for a professional who can develop and maintain personal banking relationships with new and existing customers, providing quality customer...


  • Richboro, Pennsylvania, United States Univest Financial Corporation Full time

    Job Title: Sales and Service RepresentativeAt Univest Financial Corporation, we are seeking a highly motivated and customer-focused Sales and Service Representative to join our 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...


  • Richboro, Pennsylvania, United States Univest Financial Corporation Full time

    About the RoleWe 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 team, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding customers...


  • Richboro, Pennsylvania, United States Univest Financial Corporation Full time

    Job Title: Sales and Service RepresentativeWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our team at Univest Financial Corporation. As a Sales and Service Representative, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality...


  • Richboro, Pennsylvania, United States Univest Financial Corporation Full time

    Job Title: Sales & Service RepresentativeUnivest Financial Corporation is seeking a highly motivated and customer-focused Sales & Service Representative to join our Richboro team.Job Summary:We are looking for an individual who can develop and maintain personal banking relationships with new and existing customers, providing quality customer service and...


  • Richboro, Pennsylvania, United States Univest Corporation of PA Full time

    Job Title: Sales and Service RepresentativeUnivest Financial Corporation is seeking a highly motivated and customer-focused Sales and Service Representative to join our team in Richboro, PA.Job Summary:We are looking for a sales and service professional who can develop and maintain personal banking relationships with new and existing customers, providing...


  • Richboro, Pennsylvania, United States Balchem Full time

    Job SummaryWe 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 Richboro team, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding...

  • Sales Representative

    3 weeks ago


    Richboro, Pennsylvania, United States Pediatrix Full time

    Job Title: Sales & Service RepresentativeWe are seeking a highly motivated and customer-focused Sales & Service Representative to join our team at Univest Financial Corp. As a Sales & Service Representative, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer...


  • Richboro, Pennsylvania, United States The GIANT Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized store environment.Key ResponsibilitiesProvide...


  • Richboro, Pennsylvania, United States Nick Demaio - State Farm Agent Full time

    About Our AgencyOur agency is a dynamic team that has been making waves in the insurance industry since 2002. We are seeking passionate individuals to join us on our journey to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.Job SummaryWe are looking for a highly motivated and customer-focused individual...


  • Richboro, Pennsylvania, United States Nick Demaio - State Farm Agent Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance Team Member. As a key member of our team, you will be responsible for delivering exceptional customer experiences and providing top-notch service to our clients.Key ResponsibilitiesCustomer Engagement: Engage with...


  • Richboro, Pennsylvania, United States Wawa Full time

    Customer Service Associate Role at WawaWe are seeking a skilled Customer Service Associate to join our team at Wawa. As a key member of our retail team, you will be responsible for providing exceptional customer service, responding to customer inquiries, and maintaining a clean and organized store environment.Key Responsibilities:Greet and assist customers...


  • Richboro, Pennsylvania, United States Redeemer Health Full time

    Job SummaryWe are seeking a highly skilled Patient Access Representative to facilitate a personalized and efficient experience for patients, visitors, and families at Redeemer Health.Key ResponsibilitiesProvide exceptional customer service and support to patients and familiesFacilitate a smooth and efficient patient flow processMaintain a highly visible...

  • Team Member

    4 weeks ago


    Richboro, Pennsylvania, United States Taco Bell Full time

    Job DetailsJob Location: Richboro, PAPosition Type: Team MemberSalary Range: UndisclosedJob Responsibilities:Presents a neat, clean appearance, in company uniform, adhering to our Brand Standards.Greets each customer with a smile and a word of welcome or departure, providing exceptional Customer Service.Maintains a clean and safe environment for customers,...


  • Richboro, Pennsylvania, United States Velocity Enterprises Full time

    Join Our Team of Medical ProfessionalsWe are seeking skilled Specialist and Assistant Doctors to join our on-call services team at the St. Elisabeth Hospital Eutin. As a specialized hospital with departments for internal medicine, geriatrics, and palliative care, we offer a unique opportunity for medical professionals to grow and develop their skills.About...


  • Richboro, Pennsylvania, United States SUMMERWOOD MASTER Full time

    Job SummaryWe are seeking a highly skilled and experienced Restaurant General Manager to join our team at Summerwood Master. As a key member of our management team, you will be responsible for leading our restaurant operations to deliver exceptional customer service, drive sales growth, and maintain high standards of quality and safety.Key...


  • Richboro, Pennsylvania, United States Nick Demaio - State Farm Agent Full time

    Job Title: Insurance Sales AssociateWe are seeking a highly motivated and customer-focused Insurance Sales Associate to join our team at Nick Demaio - State Farm Agent. As an Insurance Sales Associate, you will play a critical role in helping our customers achieve their financial goals by providing exceptional service and guidance on our insurance and...


  • Richboro, Pennsylvania, United States Spectrum Ventures Full time

    Welcome to Spectrum Ventures. We are an organization that represents the economic, social, professional, and cultural interests of our members at both national and international levels. Our members primarily come from the construction industry, building materials industry, agriculture and forestry, building cleaning, facility management, and environmental...