What are the responsibilities and job description for the Sales & Service Representative position at Univest?
Overview
Univest Financial Corporation (UVSP), has approximately $8.2 billion in assets and $5.3 billion in assets under management and supervision (as of September 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We're hiring a Sales and Service Representative to join our South Region Team.
Responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service. This position will guide customers to purchase bank products that meet their needs and use each customer interaction as an opportunity to introduce additional products and services to broaden the relationship. The incumbent will also be responsible for serving the bank’s customers from the teller line by completing a variety of financial transactions following technical and operational guidelines. Time spent in various aspects of this role will vary depending upon Financial Center needs.
This position will float among the South Group's Financial Centers, which include: Fairmount, Mt. Airy, Newtown, Ocean City, Rhawn Street, Richboro, South Philadelphia, University City, Warminster and West Chester. Mileage reimbursement is included.
Responsibilities
BRANCH HOURS:
Qualifications
#Univest
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Univest Financial Corporation (UVSP), has approximately $8.2 billion in assets and $5.3 billion in assets under management and supervision (as of September 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We're hiring a Sales and Service Representative to join our South Region Team.
Responsible for developing and maintaining personal banking relationships with new and existing customers and providing quality customer service. This position will guide customers to purchase bank products that meet their needs and use each customer interaction as an opportunity to introduce additional products and services to broaden the relationship. The incumbent will also be responsible for serving the bank’s customers from the teller line by completing a variety of financial transactions following technical and operational guidelines. Time spent in various aspects of this role will vary depending upon Financial Center needs.
This position will float among the South Group's Financial Centers, which include: Fairmount, Mt. Airy, Newtown, Ocean City, Rhawn Street, Richboro, South Philadelphia, University City, Warminster and West Chester. Mileage reimbursement is included.
Responsibilities
BRANCH HOURS:
- Monday-Thursday: 8 am - 5 pm
- Friday: 8 am - 6 pm
- Saturday: 9 am - 1 pm (2-3 per month are required)
- 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
Qualifications
- 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
#Univest
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
