Univest Financial Corporation

  • Sales & Service Representative - Retail Background

    Location US-PA-Montgomeryville
    Posted Date 6 months ago(12/17/2018 3:05 PM)
    Job ID
    # Positions
    Consumer Banking - SSR/Teller I
  • Overview

    This FT position will float between various Montgomery County locations.  Mileage is reimbursed.  



    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. 


    (Minimum standard 60% service, 40% sales)   



    • Provide friendly, courteous, professional customer service
    • Perform all teller and platform transactions promptly, efficiently, and accurately
    • Adhere to all procedures including operational and corporate customer service guidelines
    • Operate technology as required
    • Identify customer needs and cross sell opportunities to develop new business
    • Engage in outbound calling to customers
    • Develop knowledge and understanding of Univest Products and Services
    • Leverage bank promotions
    • Adhere to outlined sales flow
    • Learn and become proficient in daily operational procedures
    • Actively participate in branch activities, development and training programs
    • Complete notary training if position is designated as notary for branch
    • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
    • Perform additional duties as required


    • High school diploma/GED or equivalency
    • Attention to detail and ability to prioritize
    • Experience in Retail Sales or Telemarketing with proven sales results
    • Strong written/verbal/organizational skills
    • Previous experience with MS Office Suite
    • Neat, professional appearance following established guidelines for appropriate dress
    • Successful completion of the following programs within 12 months of hire:
      • SSR training and certification
      • Consumer Loans training and certification
      • Teller training and certification
      • ABA Banking Basics suite
      • Univest University’s “Pre-Supervisor” Certificate Program (name in quotes will change)



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