Customer Care Center Representative

Univest Financial Corporation•Towamencin Township, PA

11d•Hybrid

About The Position

At Univest, we believe great service starts with real connection. Our Customer Care Professionals provide exceptional service by phone, email, and chat while building trusted relationships and helping customers find solutions that support their financial well-being. This full-time opportunity includes paid training in our Kulpsville, PA training center, with a hybrid work environment available after the 4–6 month training period, along with incentives, competitive pay, great benefits, and a supportive work environment. Interested in learning more? Apply today.

Requirements

High school diploma/GED or equivalency
Previous experience with MS Office Suite, Salesforce, Xperience preferred
2+ Experience in Retail Sales or Telemarketing with proven sales results
Strong written/verbal/organizational skills
Attention to detail and ability to prioritize
Energetic and engaging interpersonal communication skills
2+ years customer support experience or experience as a client service representative
Strong phone contact handling and active listening skills
Customer-oriented with the ability to adapt and respond to various customer scenarios
Ability to multi-task, prioritize and manage time effectively
Previous banking experience or completion of ABA Banking Basics suite
Completion of training in SSR Suite
Neat, professional appearance following established guidelines for appropriate dress
NMLS registered or ability to obtain NMLS registration within 90 days of hire

Responsibilities

Develop knowledge and a comprehension of Univest Products and Services
Leverage bank promotions
Following call center “scripts” when handling different topics
Answer customer calls to learn about and address needs, complaints, or other issues with products or services. Actively listen, diffuse difficult situations, research every issue, and provide solutions.
Upsell additional products/services when appropriate.
Build sustainable relationships and engage customers by going “the extra mile”
Keep clear records of all conversations in call center database
Frequently attend educational seminars to improve knowledge and performance
Meet personal/team qualitative and quantitative targets
Replying to customer queries in a timely, efficient and accurate way, via phone, email, or chat
Follow up with customers to ensure their technical issues are resolved
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
Perform other duties as assigned.

Benefits

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: 12 weeks of sick time with a doctors note after 6 months of service
Holiday Time Off: 11 paid holidays
Company paid life insurance
Supplemental insurances
Tuition reimbursement
Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
Discounts: on loan products
Professional development trainings