Sales and Service Representative

Univest; Lansdale (Montgomery County); Vor Ort; USD 26.000 - 37.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Retirement Plan (401(k) with employer

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Commissions

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Zusammenfassung

Univest in Lansdale, PA seeks a Sales and Service Representative to handle teller transactions and platform support while delivering friendly service and financial solutions. You will identify customer needs, cross-sell Univest products, and build relationships with partners in an on-site branch.

The role includes supervision of teller operations, adherence to policies, and participation in training programs to advance to higher responsibilities.

Qualifikationen

• High school diploma or GED is required.
• Attention to detail and ability to prioritize tasks.
• Experience in Retail Sales or Telemarketing with proven sales results.
• Strong written, verbal, and organizational skills.
• Completion of SSR, Consumer Loans, Teller training and Univest Pre-Supervisor programs within 12 months.

Aufgaben

• Perform teller and platform transactions promptly, efficiently and accurately.
• Adhere to procedures including customer service and corporate guidelines.
• Operate technology as required and supervise teller operations.
• Identify customer needs and cross-sell to develop new business.
• Develop relationships with integrated partners and proactively initiate sales conversations.
• Manage tele-consulting efforts and learn Univest products and services.
• Participate in branch activities, development and training programs.

Kenntnisse

Customer service

Sales experience

Attention to detail

MS Office proficiency

Ausbildung

High school diploma/GED

Tools

MS Office Suite

Jobbeschreibung

Overview

At Univest, we believe banking should feel personal, and work should too. If you enjoy helping people, building relationships, and making a difference in your community, this could be the career for you. As our Lansdale, PA Sales and Service Representative, you’ll be a trusted resource for customers who count on friendly service, everyday banking support, and financial solutions that fit their lives.

Responsibilities

BRANCH HOURS (some locations may vary):

• Monday - Wednesday: 8:00 am - 4:00 pm
• Thursday: 8:00 am - 5:00 pm
• Friday: 8:00 am – 6:00 pm
• Saturday: 9:00 am – 1:00 pm (2-3 per month are required)

POSITION INCLUDES:

• Perform all 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 completion of the 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

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 begins at $23.00/hr

Benefits Overview

Univest offers a comprehensive benefits package that includes:

• 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

#Univest

#LI-Onsite

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.