Customer Care Center Representative

Univest; Lansdale (Montgomery County); Hybrid; USD 27,552 - 33,062; Full time

Benefits offered by this job

Health Insurance

401(k) plan with employer match

Paid Time Off (PTO)

Tuition reimbursement

Professional development trainings

Job summary

Univest is seeking Customer Care Professionals to handle inbound/outbound calls, emails, and chats, building trusted relationships and guiding customers to solutions for their financial well-being.

The role is full-time with paid training at Kulpsville, PA, followed by a hybrid work environment. The position offers incentives, competitive pay, and comprehensive benefits, along with opportunities for growth and development.

Qualifications

• High school diploma or GED required.
• 2+ years experience in Retail Sales or Telemarketing with proven sales results.
• 2+ years customer support experience or client service.
• NMLS registered or ability to obtain NMLS registration within 90 days of hire.

Responsibilities

• Answer customer calls to learn about and address needs, complaints, or issues with products or services.
• Upsell additional products/services when appropriate.
• Build sustainable relationships and engage customers by going “the extra mile”.
• Keep clear records of all conversations in call center database.
• Meet personal/team qualitative and quantitative targets.
• Reply to customer queries via phone, email, or chat.
• Follow up with customers to ensure their issues are resolved.

Skills

MS Office Suite

Sales experience

Customer service

Communication skills

Active listening

Education

High school diploma/GED

Tools

Salesforce

Xperience

Job description

Overview

At Univest, we believe great service starts with real connection. Our Customer Care Professionals provide exceptional service by phone, email, and chat while building trusted relationships and helping customers find solutions that support their financial well‑being. This full‑time opportunity includes paid training at our Kulpsville, PA training center, with a hybrid work environment available after the 4–6 month training period, along with incentives, competitive pay, great benefits, and a supportive work environment. Interested in learning more? Apply today.

Customer Care Center Hours

• Monday, Tuesday, Thursday, Friday: 10 am – 7 pm
• Saturday: 9 am – 3 pm (2–3 per month are required)

Position Includes

• Develop knowledge and a comprehension of Univest Products and Services
• Leverage bank promotions
• Follow call center “scripts” when handling different topics
• Answer customer calls to learn about and address needs, complaints, or other issues with products or services. Actively listen, diffuse difficult situations, research every issue, and provide solutions.
• Upsell additional products/services when appropriate.
• Build sustainable relationships and engage customers by going “the extra mile”.
• Keep clear records of all conversations in call center database.
• Frequently attend educational seminars to improve knowledge and performance.
• Meet personal/team qualitative and quantitative targets.
• Reply to customer queries in a timely, efficient and accurate way, via phone, email, or chat.
• Follow up with customers to ensure their technical issues are resolved.
• Accountable for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct.
• Perform other duties as assigned.

Qualifications

• High school diploma/GED or equivalency
• Previous experience with MS Office Suite, Salesforce, Xperience preferred
• 2+ years experience in Retail Sales or Telemarketing with proven sales results
• Strong written, verbal, and organizational skills
• Attention to detail and ability to prioritize
• Energetic and engaging interpersonal communication skills
• 2+ years customer support experience or experience as a client service representative
• Strong phone contact handling and active listening skills
• Customer‑oriented with the ability to adapt and respond to various customer scenarios
• Ability to multi‑task, prioritize and manage time effectively
• Previous banking experience or completion of ABA Banking Basics suite
• Completion of training in SSR Suite
• Neat, professional appearance following established guidelines for appropriate dress
• NMLS registered or ability to obtain NMLS registration within 90 days of hire

Wage Range

The salary for this position is $22/hr.

Benefits Overview

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• Company paid life insurance and other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/annual reimbursement
• Discounts on loan products
• Professional development trainings

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.