Overview
Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.3 billion in assets under management (as of September 30, 2023).
Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region.
In 2022, Univest donated $2.5 million to our communities, and our employees volunteered more than 12,300 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity.
Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We're hiring a Sales and Service Representative to join our Montgomeryville Team.
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.
Minimum standard 60% service, 40% sales)
Responsibilities
BRANCH HOURS :
- Monday-Wednesday : 8 am - 4 pm
- Thursday : 8 am - 5 pm
- Friday : 8 am - 6 pm
- Saturday : 9 am - 1 pm (2-3 per month are required)
POSITION INCLUDES :
- 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
- Ability 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 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
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