All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.*

Univest Financial Corp

Sales and Service Representative

US-PA-Intercourse

Job ID: 6682 Type: Full Time

of Openings: 1

Category: Consumer Banking Univest Bank - Intercourse, PA

Overview

Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). 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. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 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 a 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 Intercourse Team.

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. The incumbent will also be responsible to service customers at the teller line by completing a variety of financial transactions following technical and operational guidelines.

Responsibilities

BRANCH HOURS (some locations may vary):

Monday - Thursday: 8 am - 5 pm

Friday: 8 am -- 6 pm

Saturday: 8 am -- 12 pm (2-3 per month are required)

POSITION INCLUDES:

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

Supervision of teller operations

Increased responsibility and adherence in signing authority

Completion of the Excel Level 1 course and completion of the Univest University Supervisor Certificate Program

Identify customer needs and cross sell opportunities to develop new business

Develop working relationships with integrated partners

Proactively initiate sales conversations

Participation and management of tele-consulting efforts

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

Manage and coach staff to desired performancelevels

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform additional duties as required

Qualifications

QUALIFICATIONS:

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

Wage Range:

The salary for this position begins at $22.00/hr

with a $750 SIGN ON BONUS

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

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

Click here for Benefit Information

Univest

LI-Onsite

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

PI278086061

Univest Corporation of PA

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