Banking Solutions Advisor

Fulton Financial; Ridgewood (NJ); On-site; USD 25,000 - 40,000; Full time

Job summary

Fulton Bank in Ridgewood, NJ is seeking a full-time Financial Center team member to deliver an exceptional customer experience. You will handle teller transactions, open accounts, and promote banking solutions to help customers meet their financial goals.

This role requires 1+ year of customer service or sales experience and 6–12 months of cash handling. You will use the CRM system to build relationships, engage customers, and maintain compliance with bank policies.

Qualifications

• 1 or more years customer service or sales experience.
• 6 to 12 months cash handling experience.
• High School Diploma or equivalent.

Responsibilities

• Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
• Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
• 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 ensure a consistent approach to new customer onboarding and expanding existing relationships.
• Provide ongoing support to customers regarding products and services. Open new accounts, perform customer maintenance requests, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
• 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.

Skills

Customer service

Sales

Cash handling

Education

High School Diploma or equivalent

Tools

CRM system

Job description

Fulton Bank in Ridgewood, NJ is seeking a full-time Financial Center team member to deliver an exceptional customer experience. You will handle teller transactions, open accounts, and promote banking solutions to help customers meet their financial goals.

This role requires 1+ year of customer service or sales experience and 6–12 months of cash handling. You will use the CRM system to build relationships, engage customers, and maintain compliance with bank policies.