Univest is looking for a sales person to join our Plumsteadville Financial Center. This person is responsible for developing and maintaining a personal portfolio of prospects and customers and delivering exceptional service. Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to the integrated platform. They are responsible for providing a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer s business. Develops and maintains relationships with Univest partners to maximize sales opportunities and achieve minimum sales standards. Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship.
30% Service Perform all transactions promptly, efficiently, and accurately Adhere to all procedures including operational and corporate customer service guidelines Operate computerized teller terminal as required Perform other duties as assigned 70% Sales Participate in various training and development programs Provide friendly, courteous, professional customer service Assist in bank promotions by regularly participating in Teller Awareness Develop knowledge and understanding of Univest Products and Services Learn how to effectively apply six-stage sales flow procedures in all sales contact points. Learn to identify customer needs and cross sell opportunities to develop new business Aggressive outbound calling to support campaigns and initiatives Create and manage a portfolio of prospects and customers Hours: Available to work hours of FSC operation and as needed Available to work 2-3 Saturdays a month
High school diploma or equivalency certificate One or more years experience in Retail Sales or Telemarketing with proven sales results Good Written/verbal communication skills Good organizational, mathematical and computer skills Complete SSR training and certification Complete Consumer Loan training and certification Complete Teller training and certification Complete notary training if position is designated as notary for branch Complete Principles of Banking Neat, professional appearance following established guidelines for appropriate dress Experience with various office machines (photocopier, fax) Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct Satisfactory level of attendance