Sales & Service Representative — Banking & Financial Solutions

Univest; Intercourse (PA); On-site; USD 31,684 - 34,440; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

Paid Time Off (PTO) 15 days annually

Short Term Disability: 10 days per yr

Holidays: 11 paid

Job summary

Univest is hiring a Sales and Service Representative in Intercourse, PA. You will develop and maintain a personal portfolio of prospects and customers, delivering exceptional service and cross-selling Univest products across deposit, credit, investment, and fee-based offerings.

You will proactively reach out to customers via sales calls to deepen relationships, while also handling teller-level transactions and platform services as needed.

Qualifications

• High school diploma or GED is required.
• Experience in Retail Sales or Telemarketing with proven sales results.
• Strong written and verbal communication and organizational skills.
• Proficiency with MS Office Suite.

Responsibilities

• Develop and maintain a personal portfolio of prospects and customers.
• Cross-sell Univest products and services; refer to integrated platform as needed.
• Proactively make outbound sales calls to inform customers about financial solutions.
• Provide teller and platform services and manage routine financial transactions.

Skills

Retail Sales

Telemarketing

Customer Service

Attention to detail

Education

High school diploma or GED

Tools

MS Office Suite

Job description

Univest is hiring a Sales and Service Representative in Intercourse, PA. You will develop and maintain a personal portfolio of prospects and customers, delivering exceptional service and cross-selling Univest products across deposit, credit, investment, and fee-based offerings.

You will proactively reach out to customers via sales calls to deepen relationships, while also handling teller-level transactions and platform services as needed.