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Sales & Service Representative - Retail Background

Company: Careerbuilder-US
Location: Montgomeryville
Posted on: January 27, 2023

Job Description:

Overview:Univest Financial Corporation (UVSP), has approximately $6.7 billion in assets and $4.1 billion in assets under management (as of June 2022). 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 2021, we donated $2.1 million to our communities, and our employees volunteered 10,987 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.We're hiring a Sales and Service Representative to join our Montgomeryville 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)


BRANCH HOURS:Monday-Wednesday: 8 am - 4 pmThursday: 8 am - 5 pmFriday: 8 am - 6 pmSaturday: 9 am - 1 pm (2-3 per month are required)POSITION INCLUDES:Provide friendly, courteous, professional customer servicePerform all teller and platform transactions promptly, efficiently, and accuratelyAdhere to all procedures including operational and corporate customer service guidelinesAbility 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 businessEngage in outbound calling to customersDevelop knowledge and understanding of Univest Products and ServicesLeverage bank promotionsAdhere to outlined sales flowLearn and become proficient in daily operational proceduresActively participate in branch activities, development and training programsComplete notary training if position is designated as notary for branchResponsible for compliance with laws and regulations that apply to the position, including the Univest Code of ConductPerform additional duties as required



High school diploma/GED or equivalencyAttention to detail and ability to prioritizeExperience in Retail Sales or Telemarketing with proven sales resultsStrong written/verbal/organizational skillsPrevious experience with MS Office SuiteNeat, professional appearance following established guidelines for appropriate dressSuccessful completion of the following programs within 12 months of hire:SSR training and certificationConsumer Loans training and certificationTeller training and certificationUnivest University's Pre-Supervisor Certificate ProgramClick here for Benefit Information-OnsiteAn 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.

Keywords: Careerbuilder-US, Philadelphia , Sales & Service Representative - Retail Background, Other , Montgomeryville, Pennsylvania

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