Financial Services Sales & Service Specialist

Univest; Intercourse (PA); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan with employer match

Paid Time Off

Short Term Disability

Holiday Time Off

Commissions

Job summary

Univest is hiring a Sales and Service Representative to deliver friendly, personal service to customers and provide daily banking support. You will handle teller duties, process transactions, and identify opportunities to cross-sell Univest products.

In this role you’ll build relationships, adhere to procedures, and participate in training programs that advance your supervision and product knowledge while supporting branch operations and customer satisfaction.

Qualifications

• High school diploma or equivalent required.
• Strong attention to detail and prioritization abilities.
• Proven sales experience in Retail or Telemarketing.
• Solid written, verbal and organizational skills.
• Proficiency with MS Office Suite and professional appearance is expected.

Responsibilities

• Perform teller and platform transactions accurately and promptly.
• Adhere to all procedures and customer service guidelines.
• Identify customer needs and cross-sell Univest products.
• Develop relationships with customers and internal partners.
• Support branch operations and participate in training programs.

Skills

Attention to detail

Prioritization

Communication skills

Organizational skills

Retail sales experience

Telemarketing experience

Professional appearance

Education

High school diploma/GED

Tools

MS Office Suite

Job description

Univest is hiring a Sales and Service Representative to deliver friendly, personal service to customers and provide daily banking support. You will handle teller duties, process transactions, and identify opportunities to cross-sell Univest products.

In this role you’ll build relationships, adhere to procedures, and participate in training programs that advance your supervision and product knowledge while supporting branch operations and customer satisfaction.