About the Organization
Univest Financial Corporation is a long-established financial institution headquartered in Souderton, Pennsylvania, serving individuals, businesses, municipalities, and nonprofit organizations across the Mid-Atlantic region. Founded in 1876, Univest combines comprehensive financial services with a strong philanthropic commitment, contributing significant funding and volunteer hours to local nonprofits each year.
The Role
The Sales and Service Representative supports customers by delivering high-quality service while building and maintaining personal banking relationships. This role blends consultative sales, customer relationship management, and teller responsibilities to ensure customers receive financial solutions tailored to their needs. This position is based at the Rhawn Street Financial Center.
Key Responsibilities
- Provide friendly, professional customer service at all times
- Perform teller and platform transactions accurately and efficiently
- Identify customer needs and recommend appropriate banking products and services
- Cross-sell products and engage in outbound customer calls
- Develop knowledge of Univest’s products, services, and current promotions
- Follow operational procedures and corporate customer service guidelines
- Operate branch technology including computers, cash recyclers, iPads, and ATMs
- Participate in training, branch activities, and professional development programs
- Complete notary training if designated for the branch
- Ensure compliance with applicable laws, regulations, and the Univest Code of Conduct
Requirements
- High school diploma or GED
- Experience in retail sales or telemarketing with proven sales performance
- Strong attention to detail and organizational skills
- Proficiency with MS Office Suite and basic technology tools
- Professional appearance and communication skills
- Ability to complete required certifications and training programs within 12 months
What They Offer
- Starting wage of $23.00 per hour plus quarterly commissions
- Comprehensive health, dental, and vision insurance
- 401(k) plan with up to 3% employer match
- 15 days paid time off and 11 paid holidays
- Sick leave and short-term disability support
- Tuition reimbursement and professional development training
- Employee wellness programs and product discounts
- Company-paid life insurance and supplemental coverage options
How to Apply
Apply through the careers page of Univest Financial Corporation to be considered for this opportunity.