Community Banking Sales & Service Specialist

Univest; New Holland (Lancaster County); Sur place; USD 28 000 - 36 000; Plein temps

Avantages offerts par ce poste

Health Insurance

401(k) with employer match

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Commissions paid quarterly

Life insurance

Tuition reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Résumé du poste

Univest is seeking a Central PA Sales and Service Representative to support customers across multiple locations including New Holland. You will provide friendly service, handle everyday banking needs, and suggest financial solutions that fit customers’ lives.

The role involves branch operations, tellering, and proactive sales within a community-focused bank. Mileage reimbursement is included, and the position offers a robust benefits package and ongoing Univest University training.

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.

Responsabilités

• 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.
• 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.

Connaissances

Retail sales

Customer service

MS Office

Attention to detail

Communication

Formation

High school diploma or GED

SSR training and certification

Consumer Loans training and certification

Teller training and certification

Univest University Pre-Supervisor Certificate Program

Outils

MS Office Suite

Description du poste

Univest is seeking a Central PA Sales and Service Representative to support customers across multiple locations including New Holland. You will provide friendly service, handle everyday banking needs, and suggest financial solutions that fit customers’ lives.

The role involves branch operations, tellering, and proactive sales within a community-focused bank. Mileage reimbursement is included, and the position offers a robust benefits package and ongoing Univest University training.