Sales and Service Representative

Univest Financial Corp; Richboro (PA); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Health Insurance: Medical, dental and

401(k) plan with employer match

Paid Time Off

Short Term Disability

Holiday Time Off

Commissions

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corp in Richboro, PA is seeking a Sales and Service Representative to build a personal client portfolio while delivering exceptional service. You will profile customers to determine needs and cross-sell Univest deposits, credit, investments and fees.

You will cultivate relationships with Univest partners, routinely make outbound sales calls, and assist customers at the teller line with a variety of financial transactions in line with guidelines.

Qualifications

• Candidate must have high school diploma or equivalent and be able to obtain SSR, Consumer Loans, Teller, and Univest Pre-Supervisor certifications within 12 months.
• Proven sales results in retail or telemarketing environments.
• Strong written and verbal communication, organizational skills, and professional appearance.
• Proficiency with MS Office Suite is preferred.

Responsibilities

• Perform teller and platform transactions accurately and efficiently.
• Follow procedures and customer service guidelines across operations.
• Develop and maintain relationships with Univest partners to maximize sales opportunities.
• Initiate outbound sales calls to inform customers about financial solutions.

Skills

Attention to detail

Prioritization

Retail sales experience

Telemarketing experience

Written and verbal communication

MS Office proficiency

Education

High school diploma/GED or equivalency

SSR training and certification

Consumer Loans training and certification

Teller training and certification

Univest University Pre-Supervisor Certificate Program

Tools

MS Office

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: 6988

Type: Full Time

# of Openings: 1

Category: Consumer Banking

Univest Bank - Richboro, PA

Overview

Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours.

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. Seeking career-focused individuals, looking to bring a 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 Sales and Service Representative to join our Richboro Team.

This person is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service. Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to the integrated platform. They are responsible for providing a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer’s business. Develops and maintains relationships with Univest partners to maximize sales opportunities and achieve minimum sales standards. Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship. The incumbent will also be responsible to service customers at the teller line by completing a variety of financial transactions following technical and operational guidelines.

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

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

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.