Personal Banking Sales & Service Associate

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

Benefits offered by this job

Health Insurance

401(k) with match

Paid Time Off 15 days annually

Short Term Disability

Holiday Time Off

Commissions

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corp in Intercourse, PA is seeking a Sales and Service Representative to deliver friendly, accurate teller and platform service, while helping customers with everyday banking needs and cross-selling Univest products.

You will operate branch systems, support customers, and participate in training programs to advance to supervisor-level responsibilities. This role emphasizes responsive service, collaboration with teammates, and compliance with all banking regulations.

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 SSR training and certification; Consumer Loans training and certification; Teller training and Certification; Univest University's Pre-Supervisor Certificate Program within 12 months of hire

Responsibilities

• Perform teller and platform transactions promptly, efficiently, and accurately
• Adhere to all procedures including operational and corporate customer service guidelines
• Operate technology as required
• Supervision of teller operations
• Increased responsibility and adherence in signing authority
• Completion of the Excel Level 1 course and Univest University Supervisor Certificate Program
• Identify customer needs and cross sell opportunities to develop new business
• Develop working relationships with integrated partners
• Proactively initiate sales conversations
• Participation and management of tele-consulting efforts
• 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
• Manage and coach staff to desired performance levels
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform additional duties as required

Skills

Retail Sales

Telemarketing

MS Office

Attention to detail

Verbal Communication

Organizational Skills

Professional appearance

Education

High School Diploma

Tools

MS Office Suite

Job description

Univest Financial Corp in Intercourse, PA is seeking a Sales and Service Representative to deliver friendly, accurate teller and platform service, while helping customers with everyday banking needs and cross-selling Univest products.

You will operate branch systems, support customers, and participate in training programs to advance to supervisor-level responsibilities. This role emphasizes responsive service, collaboration with teammates, and compliance with all banking regulations.