Financial Retail Sales Assistant - Non-Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
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 & Service Representative - Retail Background
US-PA-Lansdale
Job ID : 6213
Type : Full Time
of Openings : 1
Category : Consumer Banking
Univest Bank - Lansdale
Overview
Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 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 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 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 Lansdale 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 :
POSITION INCLUDES :
Qualifications
QUALIFICATIONS :
Click here for Benefit Information
Univest
LI-Onsite
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Please see job description
PI239643006
Last updated : 2024-04-22
Clear All
0 Financial Retail Sales Assistant - Non-Registered jobs found in Philadelphia, PA area