Personal Banking Sales & Service Specialist
Univest Financial Corporation
Univest Financial Corporation in Collegeville, PA is seeking a Sales and Service Representative to provide friendly customer service, process teller and platform transactions promptly, and identify opportunities to cross-sell Univest products and services to meet customers' financial goals. You will build lasting relationships with customers, support daily branch operations, participate in Univest University training programs, and coach teammates on service quality and sales flows to drive #J-18808-Ljbffr Univest Financial Corporation
- ...Financial Sales & Service Specialist (Universal Banker) A great experience starts with a great team! Mid Penn Bank is actively seeking a Financial Sales & Service Specialist (Universal... ...of flexible benefits to support your personal and financial well-being. Our...PersonalWork experience placementWork at officeWork visaFlexible hours
$23 per hour
...Sales And Service Representative At Univest, we believe banking should feel personal, and work should too. If you enjoy helping people, building relationships, and making a difference in your community, this could be the career for you. As a Sales And Service Representative...PersonalTemporary work$18.56 - $29.38 per hour
...Sales And Service Specialist Our values define us and our culture inspires us to change lives for the... .... Actively promote a variety of banking solutions to enhance a customer's service... ...effective lobby engagement. Advance personal knowledge of sales techniques and...PersonalHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Investment Specialist The Investment Specialist will... ...Managing Director and Sales Directors in new advisor... ...3+ years in financial services, alternative... ...RIA, Broker-Dealer or banking firm a plus ~ Highly... ...solving skills ~ Highly personable, with a genuine interest...PersonalRemote workFlexible hours
- ...Treasury Services Specialist A great banking experience starts with a great team! Mid Penn Bank is actively... ...of flexible benefits to support your personal and financial well-being. Position... ...Works closely with customers and sales staff during sales and implementation...PersonalWork experience placementRemote workWork visaFlexible hours
- KeyBank in Harleysville, PA seeks a Personal Banker to engage clients,... ...needs, and guide them to suitable banking solutions. You’ll drive relationships... ...partners while maintaining high service standards. The role emphasizes a client-first, sales-driven approach, with Saturday...Personal
- ...Customer Service Onboarding Specialist (Retirement) We are seeking a highly organized and detail-oriented... ...Support retirement plan and personal investment calculations Coordinate... ...services, on-boarding, retirement plans, banking, or lending support Familiarity with...PersonalWork at officeRemote workHome office
- The Sales Director will be a key member of the SEI Access Platform... ..., Broker-Dealer and Private Bank client acquisition and... ...problem-solving skills.Highly personable, with a genuine interest in people... ...experience within financial services and financial technology our...PersonalFull timeRemote workFlexible hours
- QNB Bank in Royersford, PA seeks a Universal Banker to deliver exceptional customer service, process transactions, and promote QNB's service and sales programs. You will open, service, and close deposit products, and support loans and cash handling with accuracy. The role...
- The Investment Specialist will be a key member of the SEI... ...Managing Director and Sales Directors in new... ...3+ years in financial services, alternative investment... ...RIA, Broker‑Dealer or banking firm a plus Highly motivated... ...solving skills Highly personable, with a genuine...Remote work
- ...financial needs and provide tailored account services. You will guide customers through deposits... ...requirements. You will work to meet sales goals and collaborate with partners across departments to deliver exceptional banking #J-18808-Ljbffr Citadel Federal Credit UnionPersonal
$25 per hour
...Personal Banker Join Univest as a Personal Banker at the Vernfield PA location and... ...professionalism, and a genuine commitment to service to every interaction. At Univest, you'... ...or equivalent Experience in retail sales, banking, or a customer-facing environment...PersonalTemporary workWork at office$25 per hour
...Univest as our Collegeville Personal Banker and build meaningful... ..., and a genuine commitment to service to every interaction. At Univest... ...Proactively initiate sales conversations Participation... ...Products and Services Leverage bank promotions Adhere to outlined...PersonalTemporary work- ...types of accounts and/or services needed to meet their... ...Incumbent will drive sales through service by developing... ...choice for all their banking needs. Duties and... ...not limited to: In-Person, Outbound Calling Campaigns... ...business partners and specialists in other departments...PersonalWork at officeLocal area
$25 per hour
...advice? If you're a "people person" who enjoys building... ...mobile-first ways to handle banking transactions, like on our app... ...GED required ~2 years of sales and customer service experience, demonstrating an... ...teammates, business partners and specialists through collaboration ~...PersonalLocal areaAfternoon shift- ...dedicated Investment Product Sales team focused on accelerating adoption... ...solutions across the bank channel. Reporting to the Head... ...partnerships.Collaborate with client service and relationship management... ...(AI) tools into individuals’ personal and professional lives. If you...PersonalFull timeBank staffFlexible hours
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate... ...by supporting everyday banking needs through in-branch interactions... ...the right banking products, services, and digital tools to help... ...to licensed bankers or other specialists, ensuring customers are connected...PersonalWork experience placementFlexible hours
$24 - $33.5 per hour
...mitigate risk and protect the Bank and Customers. Work Location... ...3.50 USD Line of Business: Personal & Commercial Banking Job... ...meeting Operational, Customer and Sales objectives. In the absence of... ...to a team of advice and service colleagues in the achievement...PersonalFull timeTemporary work- First Bank in Devon, PA seeks a Personal Banker to deliver an exceptional in-branch experience, handling teller transactions, sales and service to meet customer needs. Using needs-based selling, you’ll promote bank products, refer clients to other lines of business, and...Personal
$20.67 - $31.25 per hour
...Personal Banker Location: 3893 Skippack Pike - Skippack, Pennsylvania... ...Banker is a client first, sales-driven, self-motivated, and competitive... ...and making them feel that no bank will fight harder for them.... ...more important than financial services experience. KeyBank provides...PersonalHourly payWork experience placementDay shift- TD is seeking a Senior Relationship Manager for its Personal & Commercial Banking segment in King of Prussia, PA. You will partner with top-tier clients, assess credit needs, and tailor financial solutions to support growth and profitability. You will leverage your extensive...Personal
- KeyBank is seeking a Personal Banker to engage clients, uncover financial needs... ...existing clients, while meeting sales goals. You will consult on... ...transactions, and ensure compliance with bank policies. This role emphasizes customer service, teamwork, and proactive outreach...Personal
- ...in Phoenixville for a Regular, 1st shift position focused on delivering excellent client service and accurate processing of transactions. You will educate clients on digital banking, participate in outbound outreach, and support IRM activities. Qualifications include a...Weekend workDay shift
- PNC is seeking a Personal Banker to join the Retail team at the King of... ...and providing excellent customer service to clients. The position... ...relationships through proactive sales, advisory conversations, and a strong knowledge of banking products. #J-18808-Ljbffr PNCPersonalWork at office
- ...interactions, participates in proactive sales and service activities and identifies referral... ...position. Preferred Skills Accountability Banking Client Loyalty Customer Experience (... ...employment opportunity to qualified persons regardless of race, color, sex, religion...PersonalFull timeTemporary workPart timeWork experience placementWork at officeShift work
$96k - $181k
...strong risk management and client service practices. As a player-coach,... ...Lead partners closely with Sales, Credit, Underwriting, and... ...limited portfolio of commercial banking relationships and credit... ...commercial banking systems (preferred)Personal SkillsCollaborationCritical...PersonalFull timeWork at officeFlexible hoursNight shift- ...builder who can drive results, promote sound banking practices, and partner across the... ...assigned goalsDevelop and implement effective sales and acquisition strategiesCoach, evaluate... ...high performance in sales, customer service, business development, and leadershipAdvanced...Temporary work
- WSFS Bank is seeking a Personal Banker to build customer relationships by understanding financial needs and recommending appropriate products during... ...requires at least one year of face-to-face customer service, cash handling experience, and strong communication skills...Personal
- We are seeking an experienced Legal Services Specialist to join our Strategic & Commercial Relationships... ...with internal clients (e.g., sales, account management, procurement, IT security... ...contract management systems) and good personal organization to keep track of contract...PersonalOngoing contractContract workWork at officeFlexible hours
- Citadel Federal Credit Union seeks a customer-focused associate to determine account types and services to meet financial needs, and to drive sales through superior service. You will handle routine and complex transactions, including opening accounts, deposits, withdrawals...Personal
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banking Sales & Service Specialist. Be the first to apply!
- professional sales representative Collegeville, PA
- hvac sales representative Collegeville, PA
- product sales representative Collegeville, PA
- sales executive Collegeville, PA
- real estate sales consultant Collegeville, PA
- sales consultant Collegeville, PA
- new home sales consultant Collegeville, PA
- roofing sales consultant Collegeville, PA
- direct sales representative Collegeville, PA
- field agent Collegeville, PA

