Banking Sales & Service Rep – PTO, 401(k) & Commissions

Univest; Intercourse (PA); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Commissions

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest in Intercourse, PA seeks a Sales and Service Representative to deliver friendly, everyday banking support and financial solutions to customers in the community.

The role encompasses teller transactions, adherence to procedures, and proactive customer engagement to develop new business and cross-sell Univest products. Training programs include Univest University’s Supervisor Certificate and SSR/Loans certifications.

Qualifications

• Attention to detail and ability to prioritize tasks.
• Experience in Retail Sales or Telemarketing with proven sales results.
• Strong written and verbal communication skills.

Responsibilities

• 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 of Univest Products and Services.

Skills

Attention to detail

Sales experience

Strong communication

MS Office proficiency

Education

High school diploma/GED

Tools

MS Office Suite

Job description

Univest in Intercourse, PA seeks a Sales and Service Representative to deliver friendly, everyday banking support and financial solutions to customers in the community.

The role encompasses teller transactions, adherence to procedures, and proactive customer engagement to develop new business and cross-sell Univest products. Training programs include Univest University’s Supervisor Certificate and SSR/Loans certifications.