Customer Service Representative
2 weeks ago
Univest Financial Corporation is seeking a highly motivated and customer-focused individual to join our Customer Care Center Team as a Customer Care Specialist I. In this role, you will be responsible for providing exceptional customer service, resolving customer issues, and promoting financial solutions to meet customer needs.
Responsibilities:- Develop knowledge and understanding of Univest products and services
- Leverage bank promotions to drive sales and customer engagement
- Follow call center scripts to handle customer inquiries and issues
- Actively listen to customers, diffuse difficult situations, and provide solutions
- Upsell additional products and services when appropriate
- Build sustainable relationships with customers and engage them through proactive communication
- Keep accurate records of customer interactions in our call center database
- Attend educational seminars to improve knowledge and performance
- Meet personal and team qualitative and quantitative targets
- Respond to customer queries in a timely and efficient manner via phone, email, or chat
- Follow up with customers to ensure technical issues are resolved
- Comply with laws and regulations applicable to the position, including the Univest Code of Conduct
- High school diploma or equivalent
- Previous experience with MS Office Suite, Salesforce, and Xperience preferred
- Experience in retail sales or telemarketing with proven sales results
- Strong written and verbal communication skills
- Attention to detail and ability to prioritize tasks
- Energetic and engaging interpersonal communication skills
- Customer support experience or experience as a client service representative
- Strong phone contact handling and active listening skills
- Customer-oriented with the ability to adapt and respond to various customer scenarios
- Ability to multitask, prioritize, and manage time effectively
- Previous banking experience preferred
- NMLS registration or ability to obtain within 90 days of hire
Univest Financial Corporation is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
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