Sales and Service Representative

Univest Financial Corporation•New Holland, PA

5d•Onsite

About The Position

At Univest, the Central PA Sales and Service Representative provides personal customer service, everyday banking support, and financial solutions. The position supports and floats among the Georgetown, Intercourse, Mechanicsburg, New Holland, Strasburg, Willow Street, and York locations; mileage reimbursement is included. The role performs teller and platform transactions, supports and supervises teller operations, develops customer relationships and sales opportunities, and manages and coaches staff. The representative must follow operational, customer service, compliance, and sales procedures; learn Univest products and services; and complete required training and certificate programs. Branch hours vary by location. Listed hours are Monday through Thursday, 8 a.m. to 4 p.m.; Friday, 8 a.m. to 6 p.m.; and Saturday, 8 a.m. to noon. Working 2–3 Saturdays per month is required.

Requirements

High school diploma, GED, or equivalent.
Attention to detail and ability to prioritize.
Experience in retail sales or telemarketing 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 exercise increased responsibility and signing authority.
Complete the Excel Level 1 course and Univest University Supervisor Certificate Program.
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 of Univest products and services and leverage bank promotions.
Follow the outlined sales flow and become proficient in daily operational procedures.
Participate in branch activities, development, and training programs.
Manage and coach staff to desired performance levels.
Comply with applicable laws and regulations, including the Univest Code of Conduct.
Perform additional duties as required.

Benefits

Medical, dental, and vision coverage for individuals or families, beginning the first of the month following the start date.
401(k) plan with up to a 3% employer match after 6 months of employment.
15 days of paid time off annually, prorated in the first year.
10 days of short-term-disability sick time annually with a doctor's note, prorated in the first year.
11 paid holidays.
Quarterly commissions based on individual and team production.
Company-paid life insurance and other supplemental insurance.
Tuition reimbursement.
Employee wellness programs, including fitness club and fitness tracker discounts or annual reimbursement.
Discounts on loan products.
Professional development training.
Mileage reimbursement.