Sales & Service Representative

Univest Financial Corporation; Souderton (Montgomery County); On-site; USD 26,139 - 37,229; Full time

Benefits offered by this job

Health Insurance

401(k) match

Paid Time Off (PTO)

Tuition reimbursement

Employee Wellness programs

Job summary

A regional financial firm in Souderton, PA is seeking a Sales and Service Representative. You will develop personal banking relationships and provide excellent customer service. Responsibilities include guiding customers to purchase bank products and completing various teller transactions. Applicants must have a high school diploma and experience in retail sales. This position offers a salary starting at $23/hr and comprehensive benefits including health insurance and 401(k) with employer match.

Qualifications

• Experience in Retail Sales or Telemarketing with proven sales results.
• Strong written and verbal communication skills.
• Neat, professional appearance following established guidelines.

Responsibilities

• Develop and maintain personal banking relationships with customers.
• Provide quality customer service on the teller line.
• Engage in outbound calling to customers.

Skills

Retail Sales experience

Verbal communication skills

Attention to detail

Organizational skills

Education

High school diploma/GED

Tools

MS Office Suite

Job description

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 differentiate 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 Bethlehem, PA 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.

Responsibilities

Branch Hours:

• Monday- Wednesday: 9 am - 4 pm
• Thursday: 9 am - 5 pm
• Friday: 9am - 6pm
• 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

• 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

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.