Sales & Service Representative - Float

Univest Financial Corporation•Souderton, PA
•Onsite

About The Position

At Univest, the Sales & Service Representative is a trusted resource for customers, providing friendly service, everyday banking support, and financial solutions suited to their needs. This float position travels among the East Greenville, Hilltown, Souderton, Milford, Hamilton Crossings, Bethlehem, Franconia, and Lahaska financial centers. The role supports customers’ day-to-day banking needs, processes teller transactions, recommends relevant products and services, and contributes to branch teamwork and outreach while maintaining current knowledge of 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 the ability to multitask.
  • Comfort with everyday technology and Microsoft Office.
  • A team-first attitude and a genuine desire to help people.

Responsibilities

  • Build relationships with customers and help 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, plus access to additional supplemental insurance options.
  • Tuition reimbursement.
  • Employee wellness programs, including fitness club discounts and annual reimbursement.
  • Loan product discounts.
  • Ongoing training and support for professional growth.
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