Financial Retail Sales Assistant - Registered jobs in Allentown, PA

Financial Retail Sales Assistant - 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 product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. 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 - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Sales & Service Representative - Retail Background
  • Univest Financial Corporation
  • Harleysville, PA OTHER
  • 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 Vernfield 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 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

    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.

  • 2 Months Ago

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Retail Sales Associate
  • Staples Retail
  • Stroudsburg, PA PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 9 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Stroudsburg, PA PART_TIME
  • As a Tech Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and hav...
  • 14 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Quakertown, PA PART_TIME
  • As a Tech Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and hav...
  • 28 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Allentown, PA PART_TIME
  • As a Tech Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and hav...
  • 1 Month Ago

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Assistant Sales Manager - Full Time
  • AM Retail Group - Karl Lagerfeld Paris
  • Bethlehem, PA FULL_TIME
  • At DKNY, our Assistant Managers directly help to drive our business success. They work directly with our Store Managers to promote operational effectiveness and ensure that customers are always our fi...
  • 6 Days Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Allentown, PA area

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Senior Sales Executive, Mid-Law (NJ/NY)
  • Thomson Reuters Corporation
  • Allentown, PA
  • The Medium Law Firm Senior Sales Executive is responsible for selling WestLaw, Practical Law, and other products to the ...
  • 3/28/2024 12:00:00 AM

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Digital Sales Representative
  • ADP
  • Allentown, PA
  • ADP is hiring a Digital Sales Associate. Are you ready for your next best job where you can control your financial futur...
  • 3/27/2024 12:00:00 AM

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Digital Sales Representative
  • ADP
  • Allentown, PA
  • ADP is hiring a Digital Sales Associate. Are you ready for your next best job where you can control your financial futur...
  • 3/27/2024 12:00:00 AM

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Digital Sales Representative - Canada Accounts (US Based)
  • ADP
  • Allentown, PA
  • ADP is hiring a Digital Sales Associate. Are you ready for your next best job where you can control your financial futur...
  • 3/27/2024 12:00:00 AM

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Digital Sales Representative - Base Salary + Uncapped Commission!
  • ADP
  • Allentown, PA
  • ADP is hiring Digital Sales Representatives! YOU MUST RESIDE NEAR ALLENTOWN, PA! • Are you ready for your next best job ...
  • 3/26/2024 12:00:00 AM

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Digital Sales Representative
  • ADP
  • Allentown, PA
  • ADP is hiring a Digital Sales Associate. • Are you ready for your next best job where you can control your financial fut...
  • 3/25/2024 12:00:00 AM

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Business Development Representative
  • ADP
  • Allentown, PA
  • ADP is hiring a Business Development Representative. • Ready to control your financial future while achieving the work-l...
  • 3/25/2024 12:00:00 AM

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Digital Sales Representative - Base + Uncapped Commission
  • ADP
  • Allentown, PA
  • ADP is hiring Digital Sales Representatives! Are you ready for your next best job where you can control your financial f...
  • 3/25/2024 12:00:00 AM

Allentown (Pennsylvania Dutch: Allenschteddel) is a city located in Lehigh County, Pennsylvania, United States. It is Pennsylvania's third most populous city and the 231st largest city in the United States. As of the 2010 census, the city had a total population of 118,032 and is currently the fastest growing city in all of Pennsylvania. It is the largest city in the metropolitan area known as the Lehigh Valley, which had a population of 821,623 residents as of 2010[update]. Allentown constitutes a portion of the New York City Combined Statistical Area and is the county seat of Lehigh County. ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$54,427 to $97,717
Allentown, Pennsylvania area prices
were up 1.5% from a year ago

Financial Retail Sales Assistant - Registered in Newport News, VA
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 11, 2020
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020
Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020