Banking Sales & Service Specialist

Univest Financial Corp; Milford Square (PA); On-site; USD 19,000 - 32,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Short-term disability

Holiday time off

Company-paid life insurance

Tuition reimbursement

Employee wellness programs

Loan product discounts

Professional development

Job summary

Univest Financial Corp in Milford Square, PA is seeking a Sales & Service Representative to serve customers with friendly, knowledgeable banking support, helping with day-to-day needs and offering financial solutions that fit their lives.

The role emphasizes relationship-building, accurate teller transactions, and promoting appropriate products. You will work as part of a collaborative team, stay updated on policies, and contribute to community-focused service.

Qualifications

• High school diploma or equivalent required.
• Experience in customer service and sales, ideally in banking, retail, or similar.
• Strong communication skills, attention to detail, and multitasking ability.
• Comfort with everyday technology and Microsoft Office.

Responsibilities

• Build relationships with customers and help with day-to-day banking needs.
• Handle teller transactions accurately, efficiently, and with care.
• Recommend products and services that fit each customer's goals.
• Support the branch through teamwork, outreach, and excellent service.
• Stay current on training, policies, and compliance requirements.

Skills

Customer service

Sales experience

Communication skills

Tech literacy

Team player

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Univest Financial Corp in Milford Square, PA is seeking a Sales & Service Representative to serve customers with friendly, knowledgeable banking support, helping with day-to-day needs and offering financial solutions that fit their lives.

The role emphasizes relationship-building, accurate teller transactions, and promoting appropriate products. You will work as part of a collaborative team, stay updated on policies, and contribute to community-focused service.