Overview

Univest 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.

We firmly believe in giving back to the local communities we serve. We focus our giving in the areas of youth and education, health and social services, community and economic development, and arts and culture. 

Do you enjoy helping others and providing solutions? What about learning new skills and techniques? Are you interested in building relationships? You may be a great fit for our team.

Our customer care professionals provide exceptional service via phone, email and chat. This is a full-time position with hybrid work environment after the 4- 6 month training period in our Kulpsville, PA training center, incentives, paid training, competitive pay, great work environment plus benefits!

Interested in learning more? Apply today.

We’re hiring a Customer Care Professional for the 10a.m.- 7p.m. shift for our Call Center.

Responsibilities

• Develop knowledge and understanding of Univest Products and Services 
• Leverage bank promotions
• Following call center “scripts” when handling different topics 

• Answer customer calls to learn about and address needs, complaints, or other issues with products or services. Actively listen, diffuse difficult situations, research every issue, and provide solutions. Upsell additional products/services when appropriate. 
• Build sustainable relationships and engage customers by going “the extra mile” 
• Keep clear records of all conversations in call center database
• Frequently attend educational seminars to improve knowledge and performance
• Meet personal/team qualitative and quantitative targets 
• Responding to customer queries in a timely, efficient and accurate way, via phone, email, or chat 
• Follow up with customers to ensure their technical issues are resolved 
• 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:  

• Ability to understand and speak the Spanish language is a plus.
• High school diploma/GED or equivalency
• Previous experience with MS Office Suite, Salesforce, Xperience preferred 
• 2 Experience in Retail Sales or Telemarketing with proven sales results
• Strong written/verbal/organizational skills 
• Attention to detail and ability to prioritize
• Energetic and engaging interpersonal communication skills 
• 2 years customer support experience or experience as a client service representative
• Strong phone contact handling and active listening skills 
• Customer-oriented with the ability to adapt and respond to various customer scenarios 
• Ability to multi-task, prioritize and manage time effectively 
• Previous banking experience or completion of ABA Banking Basics suite 
• Completion of training in SSR Suite
• Neat, professional appearance following established guidelines for appropriate dress 
• NMLS registered or ability to obtain NMLS registration within 90 days of hire 

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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.