Banking Sales & Service Rep: Growth & Benefits

Univest; Philadelphia (Philadelphia County); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Health insurance: medical, dental &amp

401(k) with employer match

PTO: 15 days/year

Short-term disability

Holiday time off: 11 days

Commissions: quarterly

Job summary

Univest in South Philadelphia is seeking a Sales and Service Representative to perform teller operations, assist customers with everyday banking needs, and identify cross-sell opportunities. You will support supervisors, participate in tele-consulting, and help grow branch business while following Univest procedures.

The role requires a high school diploma, strong sales and customer-service skills, and focus on accuracy.

Qualifications

• High school diploma or GED required.
• Strong attention to detail and ability to prioritize tasks.
• Experience in Retail Sales or Telemarketing with proven sales results.
• Excellent written, verbal, and organizational skills.
• Proficiency with MS Office applications.
• Neat, professional appearance following dress guidelines.
• Within 12 months of hire: SSR training and certification; Consumer Loans training and certification; Teller training and certification; Univest Pre-Supervisor program.

Responsibilities

• Perform all teller and platform transactions promptly, efficiently, and accurately.
• Adhere to procedures including operational and corporate customer service guidelines.
• Operate technology as required.
• Supervise teller operations and coaching as needed.
• Identify customer needs and cross-sell opportunities to develop new business.
• Develop relationships with integrated partners and participate in tele-consulting efforts.
• Learn Univest products and services and leverage promotions.
• Ensure compliance with laws and Univest Code of Conduct.

Skills

Attention to detail

Sales experience

Customer service

MS Office

Professional appearance

Daily operations

Cross-selling

Education

High school diploma/GED or equivalency

Tools

MS Office Suite

Job description

Univest in South Philadelphia is seeking a Sales and Service Representative to perform teller operations, assist customers with everyday banking needs, and identify cross-sell opportunities. You will support supervisors, participate in tele-consulting, and help grow branch business while following Univest procedures.

The role requires a high school diploma, strong sales and customer-service skills, and focus on accuracy.