Part Time Sales and Service Representative

Univest Financial Corporation; Lansdale (Montgomery County); On-site; USD 60,000 - 80,000; Part time

Job summary

An established industry player is seeking a Part-time Sales and Service Representative to join their Central Float Team. This role involves developing and maintaining personal banking relationships with customers, providing top-notch service, and guiding clients in purchasing bank products tailored to their needs. The ideal candidate will thrive in a collaborative environment, embracing innovation while ensuring compliance with operational guidelines. With a commitment to community engagement and employee success, this position offers a unique opportunity to make a meaningful impact in the financial services sector.

Benefits

Mileage Reimbursement

Employee Training Programs

Flexible Schedule

Community Engagement Opportunities

Qualifications

• High school diploma or GED required.
• Experience in retail sales or telemarketing with proven results.

Responsibilities

• Provide friendly and professional customer service.
• Perform teller and platform transactions accurately.
• Identify customer needs and cross-sell bank products.

Skills

Retail Sales Experience

Telemarketing Skills

Customer Service

MS Office Suite

Attention to Detail

Organizational Skills

Education

High School Diploma or GED

Tools

Cash Recyclers

iPads

ATMs

Job description

*All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


Univest Financial Corp


Part Time Sales and Service Representative

US-PA-Lansdale

Job ID: 6526
Type: Part Time, greater than 20
# of Openings: 1
Category: Consumer Banking
Univest Bank - Lansdale

Overview

Univest Financial Corporation (UVSP), has approximately $8.2 billion in assets and $5.3 billion in assets under management and supervision (as of September 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Part-time Sales and Service Representative to join our Central Float Team.

Responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service. This position will guide customers to purchase bank products that meet their needs and use each customer interaction as an opportunity to introduce additional products and services to broaden the relationship. The incumbent will also be responsible for serving the bank's customers from the teller line by completing a variety of financial transactions following technical and operational guidelines. Time spent in various aspects of this role will vary depending upon Financial Center needs.

This position will float among the Central Group's Financial Centers, which include: Blue Bell, Chalfont, Collegeville, Doylestown, Lansdale, Line Lexington, Montgomeryville, Skippack, Vernfield, West Lawn. Mileage reimbursement is included.

Responsibilities

BRANCH HOURS:

• Monday - Thursday: 8 am - 5 pm
• Friday: 8 am - 6 pm
• Saturday: 8 am - 12 pm (2-3 per month are required)

POSITION INCLUDES:

• Provide friendly, courteous, professional customer service
• Perform all teller and platform transactions promptly, efficiently, and accurately
• Adhere to all procedures including operational and corporate customer service guidelines
• Ability to operate required technology and applicable software on equipment including but not limited to computers, cash recyclers, iPads, ATMs, etc.
• Identify customer needs and cross sell opportunities to develop new business
• Engage in outbound calling to customers
• Develop knowledge and understanding of Univest Products and Services
• Leverage bank promotions
• Adhere to outlined sales flow
• Learn and become proficient in daily operational procedures
• Actively participate in branch activities, development and training programs
• Complete notary training if position is designated as notary for branch
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform additional duties as required

Qualifications

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 the following programs within 12 months of hire:
• SSR training and certification
• Consumer Loans training and certification
• Teller training and certification
• Univest University's "Pre-Supervisor" Certificate Program

Wage Range:

The salary for this position starts at $22.00/hr

Click here for Benefit Information

#Univest

#LI-Onsite

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Please see job description

PI267724429