Financial Services Representative
5 days ago
At Univest Financial Corporation, we are seeking a highly motivated and customer-focused Sales and Service Representative to join our Hamilton Crossings 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 guiding customers to purchase bank products that meet their needs.
Key Responsibilities:- Develop and maintain personal banking relationships with new and existing customers
- Provide quality customer service and resolve customer issues in a timely and professional manner
- Guide customers to purchase bank products that meet their needs and introduce additional products and services to broaden the relationship
- Perform a variety of financial transactions, including teller and platform transactions, following technical and operational 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
- Participate in branch activities, development, and training programs
- Perform additional duties as required
- High school diploma or equivalent
- Attention to detail and ability to prioritize
- Experience in retail sales or telemarketing with proven sales results
- Strong written and verbal communication skills
- Previous experience with MS Office Suite
- Neat and 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, and Univest University's Pre-Supervisor Certificate Program
At Univest Financial Corporation, we offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
We are an equal opportunity employer and welcome applications from diverse candidates.
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