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Sales & Service Representative

Univest

Lansdale (Montgomery County)

On-site

Full time

7 days ago

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Job summary

Univest is hiring a Sales & Service Representative to enhance personal banking relationships in the Central Region. This entry-level position focuses on providing exceptional customer service while promoting bank products and managing various financial transactions across multiple locations.

Benefits

Health Insurance

401(k) retirement plan

Paid Time Off (PTO)

Commissions based on production

Tuition reimbursement

Qualifications

High school diploma or GED required.
Experience in Retail Sales or Telemarketing preferred.
Strong written, verbal, and organizational skills.

Responsibilities

Develop and maintain banking relationships with customers.
Perform teller and platform transactions.
Cross-sell bank products & services.

Skills

Attention to detail

Sales skills

Customer service skills

Education

High school diploma/GED or equivalency

Tools

MS Office Suite

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Overview

Univest Financial Corporation (UVSP), has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision (as of December 31, 2024). 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. We seek career-focused individuals, looking to bring 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 Central Region Team.

Responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service. This position will guide customers to purchase bank products that meet their needs and use each customer interaction as an opportunity to introduce additional products and services to broaden the relationship. The incumbent will also be responsible for serving the bank’s customers from the teller line by completing a variety of financial transactions following technical and operational guidelines. Time spent in various aspects of this role will vary depending upon Financial Center needs.

This position will float among the Central Group's Financial Centers, which include: Blue Bell, Chalfont, Collegeville, Doylestown, Lansdale, Line Lexington, Montgomeryville, Skippack, Vernfield, and West Lawn. Mileage reimbursement is included.

Responsibilities

BRANCH HOURS:

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

POSITION INCLUDES:

Provide friendly, courteous, professional customer service
Perform all teller and platform transactions promptly, efficiently, and accurately
Adhere to all procedures including operational and corporate customer service guidelines
Ability to operate required technology and applicable software on equipment including but not limited to computers, cash recyclers, iPads, ATMs, etc.
Identify customer needs and cross sell opportunities to develop new business
Engage in outbound calling to customers
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
Complete notary training if position is designated as notary for branch
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 $22.00/hr

Benefits Overview:

Univest offer's 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

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.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

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