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Sales & Service Representative - Retail Background

Company: Univest Financial Corporation
Location: East Greenville
Posted on: March 12, 2023

Job Description:


Univest Financial Corporation (UVSP), has approximately $7.2 billion in assets and $4.2 billion in assets under management (as of December 2022). 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. In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 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. Seeking career-focused individuals, looking to bring a passion and creativityy to drive change. Our employees are encouraged to work collaboratively and emrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Sales and Service Representative to join our East Greenville 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.



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


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



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

Click here for Benefit Information




An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.%269975% %%sales%%

Keywords: Univest Financial Corporation, Allentown , Sales & Service Representative - Retail Background, Sales , East Greenville, Pennsylvania

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