Sales and Service Representative

Univest Financial Corporation • Hatfield Township, PA

5d • Onsite

About The Position

At Univest, the Sales and Service Representative serves as a trusted resource for customers, providing friendly service, everyday banking support, and financial solutions. The position performs teller and platform transactions and includes supervisory responsibility for teller operations and staff. It also supports sales and business development by identifying customer needs, initiating sales conversations, cross-selling, and managing tele-consulting efforts. The role requires learning Univest products, services, promotions, and operational procedures, and participating in branch activities, development, and training programs.

Requirements

• High school diploma, GED, or equivalency.
• Attention to detail and ability to prioritize.
• Retail sales or telemarketing experience with proven sales results.
• Strong written, verbal, and organizational skills.
• Previous experience with the MS Office Suite.
• Neat, professional appearance in accordance with established dress guidelines.
• Successful completion within 12 months of hire of SSR training and certification, Consumer Loans training and certification, Teller training and certification, and Univest University's Pre-Supervisor Certificate Program.

Responsibilities

• Perform teller and platform transactions promptly, efficiently, and accurately.
• Follow operational procedures and corporate customer service guidelines.
• Operate required technology.
• Supervise teller operations and adhere to increased signing authority responsibilities.
• Identify customer needs and cross-selling opportunities to develop new business.
• Develop working relationships with integrated partners.
• Proactively initiate sales conversations.
• Participate in and manage tele-consulting efforts.
• Develop knowledge and understanding of Univest products and services.
• Leverage bank promotions and adhere to the outlined sales flow.
• Learn and become proficient in daily operational procedures.
• Participate actively in branch activities, development, and training programs.
• Manage and coach staff to desired performance levels.
• Complete the Excel Level 1 course and Univest University Supervisor Certificate Program.
• Comply with laws and regulations applicable to the position, including the Univest Code of Conduct.
• Perform additional duties as required.

Benefits

• Medical, dental, and vision coverage for single or family plans; coverage begins the first of the month following the start date.
• 401(k) plan with up to a 3% employer match after six months of employment.
• 15 days of paid time off annually, prorated during the first year.
• 10 days of short-term disability sick time annually with a doctor's note, prorated during the first year.
• 11 paid holidays.
• Quarterly commissions based on individual and team production.
• Company-paid life insurance and other supplemental insurances.
• Tuition reimbursement.
• Employee wellness programs, including fitness club discounts and fitness tracker discounts or annual reimbursement.
• Discounts on loan products.
• Professional development trainings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED