Sales and Service Representative
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 is based in Willow Street, Pennsylvania, and combines teller and platform transactions, customer service, sales, and supervision of teller operations. The role includes managing and coaching staff, developing customer relationships and new business, and ensuring compliance with applicable procedures, laws, regulations, and the Univest Code of Conduct. Branch hours are Monday through Thursday, 8 a.m. to 5 p.m.; Friday, 8 a.m. to 6 p.m.; and Saturday, 8 a.m. to noon. Two to three Saturdays per month are required. Some locations may have different hours. The role includes successful completion of specified training and certification programs within 12 months of hire.
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 MS Office Suite.
- Neat, professional appearance following established dress guidelines.
- Successfully complete SSR training and certification within 12 months of hire.
- Successfully complete Consumer Loans training and certification within 12 months of hire.
- Successfully complete Teller training and certification within 12 months of hire.
- Successfully complete Univest University's Pre-Supervisor Certificate Program within 12 months of hire.
Responsibilities
- Perform teller and platform transactions promptly, efficiently, and accurately.
- Follow procedures, including operational and corporate customer service guidelines.
- Operate technology as required.
- Supervise teller operations and adhere to increased responsibilities 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 and understanding of Univest products and services.
- Leverage bank promotions and follow 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.
- 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, beginning 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 annual paid time off, 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 insurances.
- Tuition reimbursement.
- Employee wellness programs, including fitness club and fitness tracker discounts or annual reimbursement.
- Discounts on loan products.
- Professional development training.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
