Service Representative jobs at Univest Financial Corporation

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment. Check out this video to learn more about the day in the life of our Senior Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies May manage FA and Team's social media presence (website, LinkedIn, X etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 5+ years of prior industry work experience Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms Excellent verbal and written communication skills Detail oriented with an emphasis on accuracy Critical thinking and proactive problem solving skills Good analytical skills with ability to perform semi-advanced math Understanding of compliance regulations including the client complaint process and correspondence policies Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment. Check out this video to learn more about the day in the life of our Senior Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies * May manage FA and Team's social media presence (website, LinkedIn, X etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 5+ years of prior industry work experience * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms * Excellent verbal and written communication skills * Detail oriented with an emphasis on accuracy * Critical thinking and proactive problem solving skills * Good analytical skills with ability to perform semi-advanced math * Understanding of compliance regulations including the client complaint process and correspondence policies * Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Requirements Education/Training: A High school diploma or equivalent required; specialized bank operations training/education preferred. Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; good time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Bilingual English and Spanish a Plus. Experience: A minimum of one (1) year of related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.

If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. #TeamPSBT Our Client Services Center Representatives provide telephone and email support for customers and branch staff as needed; provide direct service to the customer, as appropriate, while utilizing a full range of Bank products and services to effectively maximize the Bank's relationship with our customers; maintain current knowledge of new products; and identify product needs of our customers to build relationships. Schedule is Hybrid After Training is Completed Essential Duties: Manage large amounts of inbound and outbound calls in a timely manner. Identify customer's needs, clarify information, research every issue and provide solutions and appropriate follow-up. Direct telephone calls to the proper individuals or department in the Bank where the need can be satisfied. Provides direct service to the customer as appropriate, i.e., utilizes computer to determine account balance or loan balance, describes and sells products and services of the Bank, etc. Utilizes full range of Bank products and services to effectively maximize the Bank's relationship with customers; informs caller of products; refers customers to appropriate sales staff; maintains current knowledge of new products, identify product needs of customer to build relationships.. Maintains awareness of various Bank functions in order to provide assistance to customers in areas of Online Services, Loans, Debit Card, and ATM support. Reports suspected Elder abuse and/or suspicious activity to bank Security Officer. Ongoing education and training to improve knowledge and performance of bank products and customer service. Stays educated in awareness of elder abuse, Identify theft and any other fraud activity. Benefits Offered to Peoples Security Bank Employees **Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals** Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan Paid Time Off Paid Holidays Employee Assistance Program Banking Classes Internal Advancement Opportunities Paid Volunteer Time Off Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE | Working together for a common good by engaging our customers and communities. SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER | A commitment to excellence in every interaction. TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements Education/Training: A High school diploma or equivalent required; specialized bank operations training/education preferred. Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; good time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Bilingual English and Spanish a Plus. Experience: A minimum of one (1) year of related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.

Requirements Education/Training: A High school diploma or equivalent required; specialized bank operations training/education preferred. Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; good time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Experience: A minimum of one (1) year of related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.

If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. #TeamPSBT Our Client Services Center Representatives provide telephone and email support for customers and branch staff as needed; provide direct service to the customer, as appropriate, while utilizing a full range of Bank products and services to effectively maximize the Bank's relationship with our customers; maintain current knowledge of new products; and identify product needs of our customers to build relationships. Schedule is Hybrid After Training is Completed Essential Duties: Manage large amounts of inbound and outbound calls in a timely manner. Identify customer's needs, clarify information, research every issue and provide solutions and appropriate follow-up. Direct telephone calls to the proper individuals or department in the Bank where the need can be satisfied. Provides direct service to the customer as appropriate, i.e., utilizes computer to determine account balance or loan balance, describes and sells products and services of the Bank, etc. Utilizes full range of Bank products and services to effectively maximize the Bank's relationship with customers; informs caller of products; refers customers to appropriate sales staff; maintains current knowledge of new products, identify product needs of customer to build relationships.. Maintains awareness of various Bank functions in order to provide assistance to customers in areas of Online Services, Loans, Debit Card, and ATM support. Reports suspected Elder abuse and/or suspicious activity to bank Security Officer. Ongoing education and training to improve knowledge and performance of bank products and customer service. Stays educated in awareness of elder abuse, Identify theft and any other fraud activity. Benefits Offered to Peoples Security Bank Employees **Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals** Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan Paid Time Off Paid Holidays Employee Assistance Program Banking Classes Internal Advancement Opportunities Paid Volunteer Time Off Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE | Working together for a common good by engaging our customers and communities. SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER | A commitment to excellence in every interaction. TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements Education/Training: A High school diploma or equivalent required; specialized bank operations training/education preferred. Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; good time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Experience: A minimum of one (1) year of related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.

Full-time position currently available in Quakertown, PA. As a CSC Customer Service Representative I, you will serve as the first point of contact for customers seeking assistance with their banking inquiries and concerns. Your primary responsibility is to provide exceptional customer service by addressing their questions, resolving issues, and promoting bank products and services. You will handle a wide range of customer interactions via phone and email, ensuring a positive customer experience and upholding the bank's reputation for excellence. Key Functions: * Customer Support: Respond promptly and professionally to customer inquiries and concerns via phone and email channels. * Issue Resolution: Efficiently and accurately resolve customer issues, including but not limited to account inquiries, transaction disputes, and technical difficulties. * Product Promotion: Educate customers about the bank's products and services, promoting cross-selling and upselling opportunities when appropriate. * Account Maintenance: Assist customers with account maintenance tasks such as password resets, account updates, and address changes. * Compliance: Ensure all interactions and transactions comply with bank policies, procedures, and regulatory guidelines. * Quality Assurance: Meet or exceed established performance metrics, including call quality, response time, and customer satisfaction. * Continuous Learning: Stay informed about the bank's products, services, and industry trends to provide up-to-date information to customers. * Team Collaboration: Collaborate with team members and other bank departments to resolve complex customer issues and improve overall customer service. * Feedback: Provide feedback and insights to management regarding common customer issues and potential process improvements. General Duties and Responsibilities: * Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. * Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. * Must have strong Product Knowledge skills to evaluate customer needs using open-ended questions and refers customers to the appropriate resource. * Researches and resolves customer problems in a positive and efficient manner. * Assists customers with account information and responds to customer inquiries daily. Reviews, verifies, and executes customer transactions including fund transfers, loan/CC payments, contact information changes, stop payments/written statements of unauthorized debits, VCC maintenance (including disputes, increases, hot cards, warm cards, etc) and orders, MCD increases/inquires, check orders, ACH inquiries, and fraud prevention. Provides navigational assistance with online, mobile and telephone banking. * Follows proposed department schedules and operating policies & procedures as required. * Brings an overall positive attitude to work every day to boost morale within the Department. (Cultivating Culture, Team building, etc.). * Completes assigned compliance training in a timely manner and demonstrates the ability to apply training to their duties and responsibilities. * Required availability of all operating department hours which can include holidays and weekends. * Supportive of community through involvement and participation in local volunteer and/or charitable organizations. * Assumes additional job-related duties as requested. Required Training, Experience, and Education: * Successful experience working with customers and co-workers. * Must complete basic CSR training within the first 6 months of employment. * Must complete additional CSR training requirements as recommended by CSC Manager. * Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. * Requires basic reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. * Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. * Must successfully complete Banking of Fundamentals within the first 18 months of employment. * This position may require compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. * Must fulfill the Continuing Education/Training checklist requirements annually, after first 18 months of employment. Desirable Knowledge, Abilities, and Skills: * Previous or current bank experience. * Customer Service experience in a call center environment. Department Hours: The ideal candidate for this position is expected to be available to work any shifts during the hours that the department is open for business. Hours for this department are: Monday to Friday - 8:00 a.m. to 7:00 p.m. Saturday - 8:30 a.m. to 4:00 p.m.

FUNCTION: The Customer Service Center Representative is responsible for providing exemplary customer service to incoming callers through various delivery channels, including the telephone and internet. GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource. Opens, closes, and services every type of deposit product. Completes consumer loan applications. Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assumes additional job-related duties as requested. REQUIRED TRAINING, EXPERIENCE, AND EDUCATION: Successful experience working with customers and co-workers. Must complete basic CSR training within the first 6 months of employment. Must complete CSR requirement checklist within 12 months of hire. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires excellent reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. Must successfully complete ABA Banking Fundamentals within the first year of employment. Must fulfill re-certification requirements for CSR annually. DESIRABLE KNOWLEDGE, ABILITIES, AND SKILLS: Operate standard office and phone equipment, including an adding machine, possess keyboarding and standard computer skills (i.e. Outlook, Word, Excel). Previous or current banking experience. DEPARTMENT HOURS: 8:00 a.m. to 7:00 p.m. Monday through Friday 8:30 a.m. to 4:00 p.m. Saturday

Job Description FUNCTION: The Customer Service Center Representative is responsible for providing exemplary customer service to incoming callers through various delivery channels, including the telephone and internet. GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource. Opens, closes, and services every type of deposit product. Completes consumer loan applications. Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assumes additional job-related duties as requested. REQUIRED TRAINING, EXPERIENCE, AND EDUCATION: Successful experience working with customers and co-workers. Must complete basic CSR training within the first 6 months of employment. Must complete CSR requirement checklist within 12 months of hire. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires excellent reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. Must successfully complete ABA Banking Fundamentals within the first year of employment. Must fulfill re-certification requirements for CSR annually. DESIRABLE KNOWLEDGE, ABILITIES, AND SKILLS: Operate standard office and phone equipment, including an adding machine, possess keyboarding and standard computer skills (i.e. Outlook, Word, Excel). Previous or current banking experience. DEPARTMENT HOURS: 8:00 a.m. to 7:00 p.m. Monday through Friday 8:30 a.m. to 4:00 p.m. Saturday

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit *************** Responsibilities Assemble and customize POS equipment. Test package and ship credit card equipment, POS equipment, peripherals and supplies. Fulfill daily order supplies and equipment, receive incoming supplies and maintain inventory. Must be able to work independently in fast paced department and keep to tight deadlines even when under pressure. Identify and resolve problems in a timely manner. Ability to solve practical problems and ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Maintain a thorough knowledge of all processes, procedures and information that affect / impact the department and company as a whole. Perform other miscellaneous duties as assigned. Qualifications Position requires frequent lifting of boxes of 10 -20 lbs from floor to desk to shoulder height, occasional lifting up to 30 lbs from floor to desk to shoulder height, and on occasion lifting up to 50lbs. Credit card experience in the acquiring or issuing industries preferred. Proficient computer skills in Word, Excel, Access, and Windows based programs including e-mail. Ability to work evenings, weekends, and holidays as needed for support, training and/or conversions. Utilize effective time management skills, work effectively under pressure and set personal deadlines, while working with limited supervision. Ability to load and unload product shipments, wrap pallets and operation of hand trucks and pallet jacks. Testing, cleaning and sorting of products for repurpose and RMA to vendors. Meet acceptable attendance and performance standards. Schedule: Monday-Friday 4pm-12am EST 2nd Shift We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records. RESPONSIBILITIES: * Conduct quality control audits for all new membership applications and\/or updates for errors and notify applicable parties accordingly of items that require correction. * Assist with cross-training Account Services staff and branch staff during departmental training. * Process all Business Development membership application requests. * Process all Fulfillment requests received through fax or email. * Virtually assist members\/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments. * Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line. * Prepare and mail Welcome Packets when member doesn't receive the packet in the mail. * Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures. * Review and enter account owners CIP (Customer Identification Program) data into Verafin. * Prepare, scan, and process negotiable items received through Image Center. * Answer phone calls, emails and HelpDesk tickets from employees and\/or members. REQUIREMENTS: * At least one to two years of experience in a credit union or other financial institution. * Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.). * Must be available to work rotating evening and Saturday hours. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees. ","

Job Description American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records. RESPONSIBILITIES: Conduct quality control audits for all new membership applications and/or updates for errors and notify applicable parties accordingly of items that require correction. Assist with cross-training Account Services staff and branch staff during departmental training. Process all Business Development membership application requests. Process all Fulfillment requests received through fax or email. Virtually assist members/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments. Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line. Prepare and mail Welcome Packets when member doesn't receive the packet in the mail. Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures. Review and enter account owners CIP (Customer Identification Program) data into Verafin. Prepare, scan, and process negotiable items received through Image Center. Answer phone calls, emails and HelpDesk tickets from employees and/or members. REQUIREMENTS: At least one to two years of experience in a credit union or other financial institution. Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.). Must be available to work rotating evening and Saturday hours. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia! These advisors will provide a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Engage with members/non-members through needs-based/consultative actions via remote and video-based experience. RESPONSIBILITIES INCLUDE: Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services. Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc. Engage members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs. Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc. Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts. Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals. Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary. Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc. Assist members with how to use self-service technology (eg. PAT, Online/Mobile Teller, Bill Pay, etc.). Utilize sales tracking systems, member data warehouse programs, as well as other tools/systems (eg. Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate members in areas of low engagement. Achieve stated goals/objectives set-forth for positions which includes but is not limited to closed loans, new memberships, e-services penetration, etc. Provide assistance and backup to all Contact Center advisor positions (PAT, Concierge, Member Advisor, etc.) and access all programs needed to assist the membership accordingly. QUALIFICATIONS: Three to five years of similar or related experience. Specifically, at least one year of experience in a call center of a credit union or financial institution. Associate's Degree in Business Administration or a related field or the equivalent experience required. Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.) FICEP certification (to be completed after hire date). Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

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. We seek 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 Warminster 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. 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 Wage Range: The salary for this position begins at $23.00/hr 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.