Part-time Sales & Service Representative

Univest; Ronks (PA); On-site; USD 28,000 - 36,000; Part time

Benefits offered by this job

Health insurance

401(k) with company match

PTO 15 days

Short-term disability

11 holidays

Commissions

Life insurance

Tuition reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest is seeking a part-time Sales and Service Representative to join the Strasburg, PA team. You will build personal banking relationships, guide customers to suitable bank products, and handle teller transactions with accuracy.

The role involves outbound outreach, cross-selling, and applying Univest procedures. Hours are Tue–Sat with 20+ hours weekly, and training will cover SSR, consumer loans, teller operations and supervisor prep.

Qualifications

• High school diploma or GED required.
• Experience in Retail Sales or Telemarketing with proven sales results.
• Strong written/verbal/organizational skills.
• Experience using MS Office.
• Notary training if designated as notary; completion of Univest training programs within 12 months.

Responsibilities

• Develop and maintain personal banking relationships with customers.
• Guide customers to purchase bank products that meet their needs.
• Process teller and platform transactions accurately and efficiently.
• Identify cross-sell opportunities to broaden customer relationships.
• Engage in outbound calling to customers.
• Learn Univest Products and Services and related promotions.

Skills

Attention to detail

Retail sales experience

Verbal & written communication

MS Office proficiency

Cross-selling

Professional appearance

Education

High school diploma/GED

Job description

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. We seek 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 (+20 hours/wk) Sales and Service Representative to join our Strasburg, PA 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.

Responsibilities

• 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

• 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 begins at $23.00/hr

Benefits Overview

• 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: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• 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.