Customer Care Center Representative

Univest Financial Corporation; Towamencin Township (PA); On-site; USD 25,003 - 35,610; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

PTO 15 days

Short Term Disability

11 holidays off

Life Insurance

Tuition reimbursement

Wellness programs

Product discounts

Professional development trainings

Job summary

Univest Financial Corporation in Kulpsville, PA is seeking a Customer Care Professional for a full-time hybrid role after a 4–6 month training period. You will assist customers by phone, email, and chat, develop product knowledge, and follow scripts to address needs, questions, or issues while building trusted relationships.

The position offers paid training, competitive pay at $22 per hour, incentives and a benefits package including health insurance, 401(k) with employer match, PTO, tuition

Qualifications

• High school diploma/GED or equivalent required.
• 2+ years of retail sales or telemarketing with proven sales results.
• Proficient with MS Office and customer relationship software.
• Strong written and verbal communication, organization and attention to detail.
• NMLS registration or ability to obtain within 90 days of hire.

Responsibilities

• Develop knowledge of Univest products and services.
• Leverage bank promotions.
• Follow call center scripts when handling topics.
• Answer customer calls, address needs and resolve issues, providing solutions.
• Upsell additional products and services when appropriate.
• Build sustainable relationships and engage customers by going the extra mile.
• Keep clear records in the call center database.
• Meet personal and team qualitative and quantitative targets.
• Reply to customer queries via phone, email, or chat.
• Follow up with customers to ensure issues are resolved.

Skills

Customer service

MS Office

Sales experience

Active listening

Phone support

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 in 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.

Responsibilities

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
• Following 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
• Replying 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
• We offer company paid life insurance: as well as 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.