Sales & Service Representative

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

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 a 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

What your days might look like

• 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

Qualifications

A little about you

• 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

Wage Range:

The salary for this position begins at $23.00/hr

At Univest, we believe great banking starts with strong relationships, within our teams, with our customers, and across the communities we serve. We’re committed to helping our employees feel supported, valued, and empowered to grow. Here are some of the benefits you can look forward to:

• Health insurance: Medical, dental, and vision coverage for individuals and families, beginning the first of the month after your start date
• Retirement plan: Participation in our 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid time off: 15 days per year, prorated in your first year
• Short-term disability: 12 weeks of sick time with a doctor’s note after 6 months of service
• Holiday time off: 11 paid holidays
• Company-paid life insurance: Plus access to additional supplemental insurance options
• Tuition reimbursement
• Employee wellness programs: Including fitness club discounts and annual reimbursement
• Loan product discounts
• Professional development: Ongoing training and support to help you grow

Click here for Benefit Information

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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.