Univest · 2 hours ago
Sales & Service Representative
Harleysville, PA
Full-time
Onsite
New Grad, Entry Level
$23/hr - $23/hrUnivest Financial Corporation is a well-established financial services provider headquartered in Souderton, PA. They are looking for a Sales and Service Representative to develop and maintain personal banking relationships while providing excellent customer service and facilitating financial transactions.
BankingFinanceFinancial Services
Responsibilities
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 apply to the position, including the Univest Code of Conduct
Perform additional duties as required
Qualification
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, Univest University's 'Pre-Supervisor' Certificate Program
Benefits
Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
Paid Time Off (PTO): 15 days annually (prorated your first year)
Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
Holiday Time Off: 11 paid holidays
Commissions: paid quarterly based on individual and team production
We offer company paid life insurance: as well as other supplemental insurances
Tuition reimbursement
Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
Discounts: on loan products
Professional development trainings
Company
Univest
Univest is a regional bank that provides financial solutions for individuals, businesses, municipalities and nonprofit organizations.
Founded in 1976
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$100M2025-11-06Post Ipo Debt· $50M
2022-11-07Post Ipo Debt· $50M
2000-01-14IPO
Leadership Team
Eric W. Conner
Chief Information Officer (EVP), Chief Technology Officer (EVP), e-Commerce Director (VP / SVP)
Brian Richardson
Chief Financial Officer
Recent News
Univest Financial Corporation
2025-11-07
Univest Financial Corporation
2025-10-09
Univest Financial Corporation
2025-07-24
Company data provided by crunchbase