Relationship-Driven Banking Sales & Service Specialist

Univest Financial Corporation; Milford Square (PA); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Short-term disability

Holiday time off

Life insurance

Tuition reimbursement

Wellness programs

Loan product discounts

Professional development

Job summary

Univest Financial Corporation in Pennsylvania is seeking a Sales and Service Representative to be a trusted resource for customers, delivering friendly service, everyday banking support, and tailored financial solutions. You will build relationships, handle teller transactions, and recommend products that fit each customer’s goals, while staying current on training, policies, and compliance.

This role emphasizes teamwork, community engagement, and opportunities for professional growth with

Qualifications

• A high school diploma or equivalent.
• Experience in customer service and sales, ideally in banking, retail, or a similar environment.
• Strong communication skills, attention to detail, and the ability to multitask.
• Comfort with everyday technology and Microsoft Office.
• A team-first attitude and a genuine desire to help people.

Responsibilities

• Build relationships with customers and help with their day-to-day banking needs.
• Handle teller transactions accurately, efficiently, and with care.
• Recommend products and services that truly fit each customer’s goals.
• Support the branch through teamwork, outreach, and excellent service.
• Stay current on training, policies, and compliance requirements.

Skills

Customer service

Sales experience

Communication skills

Attention to detail

Multitasking

Tech proficiency

Team player

Education

High school diploma

Tools

Microsoft Office

Job description

Univest Financial Corporation in Pennsylvania is seeking a Sales and Service Representative to be a trusted resource for customers, delivering friendly service, everyday banking support, and tailored financial solutions. You will build relationships, handle teller transactions, and recommend products that fit each customer’s goals, while staying current on training, policies, and compliance.

This role emphasizes teamwork, community engagement, and opportunities for professional growth with