Banking Sales & Service Pro Growth & Leadership

Univest; Richboro (PA); Presencial; USD 21.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

401(k) with employer match

PTO 15 days annually

Short Term Disability

Holidays 11 days

Commissions paid quarterly

Life Insurance

Tuition reimbursement

Wellness programs

Loan product discounts

Professional development trainings

Descripción de la vacante

Univest in Richboro is seeking a Sales and Service Representative to deliver friendly everyday banking support and financial solutions. You will handle teller transactions, adhere to procedures, and actively pursue sales opportunities while building client relationships.

The role emphasizes customer service, branch operations, and participation in training programs to advance to supervisory levels. Onsite hours vary by location, with opportunities for professional development and benefits.

Formación

• 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 SSR training and certification, Consumer Loans training and certification, Teller training and certification, Univest University’s Pre-Supervisor Certificate Program within 12 months of hire.

Responsabilidades

• Perform all teller and platform transactions promptly, efficiently, and accurately.
• Adhere to all procedures including operational and corporate customer service guidelines.
• Operate technology as required.
• Supervision of teller operations.
• Identify customer needs and cross sell opportunities to develop new business.
• Develop working relationships with integrated partners.
• Proactively initiate sales conversations.
• Participation and management of tele-consulting efforts.
• Develop knowledge and understanding of Univest Products and Services.
• Leverage bank promotions.
• Learn and become proficient in daily operational procedures.
• Actively participate in branch activities, development and training programs.
• Manage and coach staff to desired performance levels.
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.

Conocimientos

Attention to detail

Retail Sales Experience

Telemarketing Experience

Communication skills

MS Office Suite

Professional appearance

Educación

High school diploma/GED

Descripción del empleo

Univest in Richboro is seeking a Sales and Service Representative to deliver friendly everyday banking support and financial solutions. You will handle teller transactions, adhere to procedures, and actively pursue sales opportunities while building client relationships.

The role emphasizes customer service, branch operations, and participation in training programs to advance to supervisory levels. Onsite hours vary by location, with opportunities for professional development and benefits.