Sales & Service Representative

Univest; Souderton (Montgomery County); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Time Off

Short-term Disability

Holidays

Life Insurance

Tuition Reimbursement

Wellness Programs

Loan Discounts

Professional Development

Job summary

Univest is seeking a Sales and Service Representative in Souderton, PA to assist customers with daily banking needs and provide friendly service. You will handle teller tasks, recommend suitable products, and support branch teamwork while upholding compliance standards.

The role emphasizes relationship-building, guidance on financial solutions, and a customer-first mindset within a community-focused banking environment.

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 savvy

Team player

Education

High School Diploma or equivalent

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.

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

Benefits

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

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.