Sales & Service Representative

Company: Univest Financial Corporation
Location: Telford
Posted on: June 20, 2022

Job Description:

Overview:**INCLUDES SIGN ON BONUS**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.This position will float among the Central Group's Financial Centers, which include: Blue Bell, Chalfont, Collegeville, Doylestown, Lansdale, Line Lexington, Montgomeryville, Skippack, Vernfield, and West Lawn. Mileage reimbursement is included.(Minimum standard 60% service, 40% sales)Qualifications:QUALIFICATIONS: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 ProgramAn 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.#LI-OnsiteResponsibilities: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 requiredPHYSICAL DEMANDS:The physical demands described below must be met by an associate to successfully perform the essential functions of this job. Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.Frequent sitting, standing and walking.Frequent operation and use of computer.Ability to regularly lift up to 75 pounds and maneuver technical suppliesFrequent stooping, bending, crouching, reaching or crawling.Position requires manual dexterity and the ability to use hands/fingers, touch and feel.Must be able to talk, see, hear and write.Specific vision abilities include close vision, distance vision, depth perception and ability to adjust focus.COGNITIVE DEMANDS:The cognitive demands described below must be met by an associate to successfully perform the essential functions of this job. Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.Position requires adequate judgement, decision making, reasoning, and comprehension and stress control.Incumbent must have the ability to efficiently problem solve and assess technical issues/tasks.Must be able to understand and follow basic instructions and guidelines, complete routine paperwork, as well as prioritize work schedule.WORK ENVIRONMENT:Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a typical office environment and may include transporting supplies and services to different offices. Employees will encounter average indoor conditions and noise. Accommodations will be made as necessary to enable individuals with disabilities to perform essential functions.

Keywords: Univest Financial Corporation, Bethlehem , Sales & Service Representative, Sales , Telford, Pennsylvania