Relationship Banker

Fulton Financial; Golden Horseshoe; On-site; Full time

Job summary

An established industry player is seeking a Relationship Banker to join their team. In this full-time role, you will create an exceptional customer experience by addressing all financial needs from account opening to transaction processing. Your proactive sales approach will enhance customer relationships and contribute to the growth of the financial center. This position offers a collaborative environment where your insights and skills can thrive, making a meaningful impact on the community. If you are passionate about helping others achieve their financial goals, this opportunity is perfect for you.

Benefits

Medical Plans

Dental Insurance

Vision Insurance

401(k) with Employer Match

Paid Time Off

Educational Assistance

Wellness Program

Life Insurance

Qualifications

• 2+ years of customer service or sales experience required.
• High School Diploma or equivalent is mandatory.

Responsibilities

• Provide exceptional customer service and handle sales with enthusiasm.
• Engage in proactive sales conversations and manage customer relationships.

Skills

Customer Service

Sales Techniques

Communication Skills

Digital Solutions Knowledge

Proactive Approach

Education

High School Diploma

Tools

CRM Systems

Job description

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time career opportunity (approximately 40 hours per week) based out of our Warminster financial center in Warminster, PA, Bucks County. Must be available to be scheduled around branch operation hours (no Sundays).

The Relationship Banker is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. This role provides customers with a one-stop experience to fulfill all their financial needs including account opening, lending, partner sales referrals, maintenance, and transaction processing. Incumbents will focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals. Responsible for sales expectations that contribute to the growth and success of the financial center.

Responsibilities

• Drive proactive sales conversations by engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby as well as during transaction processing. Use digital tools to proactively demonstrate digital solutions to customers, with the goal to identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
• Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship Management) system and other resources to foster relationship-building conversations with customers and to ensure a consistent approach to new customer onboarding and expanding existing relationships.
• Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
• Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.

Additional Responsibilities

• May serve as a Notary Public for their financial center.

Qualifications

Education

High School Diploma or equivalent. Specialty: not applicable at this level. (Required)

Experience

2 or more years customer service or sales experience. (Required)

Knowledge, Skills, and Abilities

• Pro-active and result oriented (Preferred)
• Highly collaborative with Fulton Partners and Financial Center Team Members (Preferred)
• Excellent communication skills and ability to have needs-based conversations (Preferred)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $19.42 - $30.67.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

EEO Statement

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.