Part Time Sales and Service Representative

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

Job summary

A leading financial institution is seeking a Part-Time Sales and Service Representative to join their Central Float Team. This role involves developing banking relationships, providing quality customer service, and performing various financial transactions. The ideal candidate will have strong sales experience and excellent communication skills. Join a company committed to community service and employee success.

Qualifications

• Experience in Retail Sales or Telemarketing with proven sales results.
• Strong written/verbal/organizational skills.

Responsibilities

• Provide friendly, courteous, professional customer service.
• Perform all teller and platform transactions promptly and accurately.
• Identify customer needs and cross-sell opportunities.

Skills

Attention to detail

Sales

Customer Service

Communication

Education

High school diploma/GED

Tools

MS Office Suite

Job description

Part Time Sales and Service Representative

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Part Time Sales and Service Representative

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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.

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

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Sales and Business Development

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