Sales and Service Representative

Overview

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 our Richboro Sales and Service Representative, you’ll be a trusted resource for customers who count on friendly service, everyday banking support, and financial solutions that fit their lives.

Responsibilities

BRANCH HOURS (some locations may vary):

• Monday - Wednesday: 8 am - 4 pm
• Thursday: 8 am - 5 pm
• Friday: 8 am – 6 pm
• Saturday: 9 am – 1 pm (2-3 per month are required)

POSITION INCLUDES:

• Perform all teller and platform transactions promptly, efficiently, and accurately
• Adhere to all procedures including operational and corporate customer service guidelines
• Operate technology as required
• Supervision of teller operations
• Increased responsibility and adherence in signing authority
• Completion of the Excel Level 1 course and completion of the Univest University Supervisor Certificate Program
• Identify customer needs and cross sell opportunities to develop new business
• Develop working relationships with integrated partners
• Proactively initiate sales conversations
• Participation and management of tele-consulting efforts
• 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
• Manage and coach staff to desired performance levels
• Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform additional duties as required

Qualifications

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

Wage Range:

The salary for this position begins at $23.00/hr

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

• 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
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

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An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.