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 train to work as a teller and will do so as needed.
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
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
HOURS: Available to work hours of FSC operation and as needed.
Available to work 2 or 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