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UniVest, LLC
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Sales & Service Representative - Retail Background
UniVest, LLC Harleysville, PA
$32k-39k (estimate)
Full Time | Banking 7 Days Ago
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UniVest, LLC is Hiring a Sales & Service Representative - Retail Background Near Harleysville, PA

OverviewUnivest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). 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. In 2023, Univest donated $2.4 million to our communities, 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 Harleysville/Vernfield 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.
(Minimum standard 60% service, 40% sales)
ResponsibilitiesBRANCH HOURS:
  • 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
  • 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 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
Click here for Benefit Information
#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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$32k-39k (estimate)

POST DATE

06/02/2024

EXPIRATION DATE

06/19/2024

WEBSITE

univest.net

HEADQUARTERS

HARLEYSVILLE, PA

SIZE

500 - 1,000

FOUNDED

1876

CEO

ROBYN GARIS

REVENUE

$200M - $500M

INDUSTRY

Banking

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About UniVest, LLC

Univest Financial Corporation is a vital, growing company with deep ties to its local communities. Our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. Univest's financial solutions for your life and business include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking. Univest Financial Corporation (UVSP), including its wholly-owned subsidiary Univest Bank and Trust Co., Member FDIC, has approximately $6.3 billion in assets and $4.1 billion in assets und ... er management and supervision through its Wealth Management lines of business at December 21, 2020 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. Univest delivers these services through a network of more than 50 offices in southeastern and central Pennsylvania as well as New Jersey and online at www.univest.net. More
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The following is the career advancement route for Sales & Service Representative - Retail Background positions, which can be used as a reference in future career path planning. As a Sales & Service Representative - Retail Background, it can be promoted into senior positions as a Retail Third Keyholder that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales & Service Representative - Retail Background. You can explore the career advancement for a Sales & Service Representative - Retail Background below and select your interested title to get hiring information.