Financial Services Sales & Service Specialist

Univest Financial Corporation; Intercourse (PA); On-site; USD 26,139 - 37,229; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Tuition reimbursement

Employee Wellness programs

Job summary

A financial services firm in Pennsylvania is looking for a Sales and Service Representative. This role involves managing a personal portfolio, providing exceptional customer service, and proactively cross-selling financial products. Candidates must demonstrate strong organizational and communication skills, hold a high school diploma, and possess experience in retail sales. The position starts at $23.00/hr with a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Qualifications

• Experience in Retail Sales or Telemarketing with proven sales results.
• Strong written and verbal communication skills.
• Neat, professional appearance following established guidelines.

Responsibilities

• Develop and maintain a personal portfolio of prospects and customers.
• Perform teller and platform transactions promptly and accurately.
• Identify customer needs and cross-sell opportunities.

Skills

Attention to detail

Retail Sales experience

Strong communication skills

Organizational skills

Education

High school diploma/GED or equivalency

Tools

MS Office Suite

Job description

A financial services firm in Pennsylvania is looking for a Sales and Service Representative. This role involves managing a personal portfolio, providing exceptional customer service, and proactively cross-selling financial products. Candidates must demonstrate strong organizational and communication skills, hold a high school diploma, and possess experience in retail sales. The position starts at $23.00/hr with a comprehensive benefits package, including health insurance, retirement plans, and paid time off.