Part-time Sales & Service Representative

Univest Financial Corporation • New Holland, PA

4d • Onsite

About The Position

Univest Financial Corporation is seeking a Part-time Sales and Service Representative to join their New Holland Team. This role is responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding customers to purchase bank products that meet their needs. The representative will also be responsible for serving customers from the teller line by completing a variety of financial transactions. Time spent in various aspects of this role will vary depending upon Financial Center needs.

Requirements

• High school diploma/GED or equivalency
• Attention to detail and ability to prioritize
• Experience in Retail Sales or Telemarketing with proven sales results
• Strong written/verbal/organizational skills
• Previous experience with MS Office Suite
• Neat, professional appearance following established guidelines for appropriate dress
• Successful completion of the following programs within 12 months of hire: SSR training and certification, Consumer Loans training and certification, Teller training and certification, Univest University’s “Pre-Supervisor” Certificate Program

Responsibilities

• Provide friendly, courteous, professional customer service
• Perform all teller and platform transactions promptly, efficiently, and accurately
• Adhere to all procedures including operational and corporate customer service guidelines
• Ability to operate required technology and applicable software on equipment including but not limited to computers, cash recyclers, iPads, ATMs, etc.
• Identify customer needs and cross sell opportunities to develop new business
• Engage in outbound calling to customers
• Develop knowledge and understanding of Univest Products and Services
• Leverage bank promotions
• Adhere to outlined sales flow
• Learn and become proficient in daily operational procedures
• Actively participate in branch activities, development and training programs
• Complete notary training if position is designated as notary for branch
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform additional duties as required

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: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• 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

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED