Banking Solutions Advisor

Fulton Financial; Pennsylvania; Hybrid; USD 53,237,000 - 84,185,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with employer match

Paid time off

Job summary

Fulton Bank in Center Valley, PA, is seeking a full-time Financial Center Associate to deliver exceptional customer service and act as a trusted advisor for banking needs. This role covers account opening, transactions, and deepening relationships through proactive conversations, with a focus on customer-centric service.

The position requires 1+ years of customer service or sales experience and 6–12 months of cash handling, with opportunities to promote a broad range of banking solutions.

Qualifications

• High School Diploma or equivalent.
• 1+ years customer service or sales experience.
• 6 to 12 months cash handling experience (Preferred).

Responsibilities

• Assist clients with teller transactions accurately and in accordance with bank policy.
• Drive proactive sales/referral conversations through internal and outbound interactions.
• Utilize the CRM system to foster relationship-building conversations and onboarding.
• Open new accounts, perform customer maintenance requests, and support operations.
• Maintain compliance with applicable regulations and Fulton policies.
• Leverage digital solutions to support customers and solve problems.

Skills

Customer service

Sales

Cash handling

Education

High School Diploma

Tools

CRM system

Job description

Fulton Bank in Center Valley, PA, is seeking a full-time Financial Center Associate to deliver exceptional customer service and act as a trusted advisor for banking needs. This role covers account opening, transactions, and deepening relationships through proactive conversations, with a focus on customer-centric service.

The position requires 1+ years of customer service or sales experience and 6–12 months of cash handling, with opportunities to promote a broad range of banking solutions.