Banking Sales & Service Supervisor

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

Benefits offered by this job

Health Insurance

401(k) Retirement Plan

PTO: 15 days annually

Short Term Disability

Holiday Time Off: 11 paid holidays

Commissions: quarterly

Tuition reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corp. in Philadelphia, PA is seeking a Sales and Service Representative to provide friendly service, everyday banking support, and financial solutions to customers in South Philadelphia.

The role includes performing teller transactions, adhering to procedures, and identifying cross-sell opportunities to develop new business while building relationships with partners. Training programs and advancement opportunities are available.

Qualifications

• 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.

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.
• Increased responsibility and adherence in signing authority.
• 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.
• Adhere to outlined sales flow.
• 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.
• Perform additional duties as required.

Skills

Attention to detail

Sales experience

Communication skills

MS Office

Professional appearance

Education

High school diploma/GED or equivalent

Job description

Univest Financial Corp. in Philadelphia, PA is seeking a Sales and Service Representative to provide friendly service, everyday banking support, and financial solutions to customers in South Philadelphia.

The role includes performing teller transactions, adhering to procedures, and identifying cross-sell opportunities to develop new business while building relationships with partners. Training programs and advancement opportunities are available.