Sales & Service Representative

Univest Financial Corporation•Doylestown, PA

7d•Onsite

About The Position

As a Sales and Service Representative at Univest’s Doylestown location, you will help customers with everyday banking needs and provide financial solutions suited to their goals. The role focuses on building customer relationships, delivering friendly and accurate service, handling teller transactions, and supporting the branch through teamwork and outreach. You will also keep current with training, policies, and compliance requirements.

Requirements

High school diploma or equivalent.
Experience in customer service and sales, ideally in banking, retail, or a similar environment.
Strong communication skills, attention to detail, and ability to multitask.
Comfort with everyday technology and Microsoft Office.
Team-first attitude and a genuine desire to help people.

Responsibilities

Build relationships with customers and assist with their day-to-day banking needs.
Handle teller transactions accurately, efficiently, and with care.
Recommend products and services that fit each customer’s goals.
Support the branch through teamwork, outreach, and excellent service.
Stay current on training, policies, and compliance requirements.

Benefits

Medical, dental, and vision coverage for individuals and families, beginning the first of the month after the start date.
401(k) plan with up to a 3% employer match after 6 months of employment.
15 days of paid time off per year, prorated in the first year.
12 weeks of short-term disability sick time with a doctor’s note after 6 months of service.
11 paid holidays.
Company-paid life insurance and access to additional supplemental insurance options.
Tuition reimbursement.
Employee wellness programs, including fitness club discounts and annual reimbursement.
Loan product discounts.
Ongoing professional development, training, and support.