Sales and Service Representative

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

Benefits offered by this job

Health Insurance

Retirement Plan

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Commissions

Company paid life insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corp in Richboro, PA seeks a Sales and Service Representative to support customers with everyday banking needs and financial solutions. You will handle teller transactions, cross-sell opportunities, and partner with teams to deliver superior service.

The role emphasizes relationship-building, adherence to processes, and developing product knowledge through Univest training programs. On-site branch position with varied hours.

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.
• Completion of SSR, Consumer Loans, Teller, and Pre-Supervisor programs within 12 months of hire.

Responsibilities

• Perform all teller and platform transactions promptly, efficiently, and accurately.
• Adhere to procedures including operational and corporate customer service guidelines.
• Operate technology as required.
• Supervision of teller operations and coaching staff as needed.
• Identify customer needs and cross-sell opportunities to develop new business.
• Develop relationships with integrated partners and participate in tele-consulting efforts.

Skills

Attention to detail

Retail sales experience or telemarket

Strong written/verbal skills

Organizational skills

Professional appearance

Education

High school diploma/GED

SSR training & certification

Consumer Loans training & certification

Teller training & certification

Univest University Pre-Supervisor Certificate Program

Tools

MS Office Suite

Job description

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Univest Financial Corp

Sales and Service Representative

US-PA-Richboro

Job ID: 7045

Type: Full Time

# of Openings: 1

Category: Consumer Banking

Univest Bank - Richboro, PA

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 Richboro 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 am - 4 pm
• Thursday: 8 am - 5 pm
• Friday: 8 am - 6 pm
• Saturday: 9 am - 1 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

• 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

Click here for Benefit Information

#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.

Equal employment opportunity, including veterans and individuals with disabilities.

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