Banking Solutions Advisor — Customer Experience Leader

Fulton Bank

Harmonville (PA)

On-site

USD 25,000 - 40,000

Full time

2 days ago

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Job summary

Fulton Bank is seeking a full-time Financial Center professional in Plymouth Meeting, PA to deliver exceptional customer service, handle teller duties, and promote banking solutions. You will guide customers through accounts and transactions while building relationships and opportunities for referrals.

The role emphasizes compliance, digital tools, and a customer-centric approach to meet financial goals across the branch.

Qualifications

High School Diploma or equivalent.
1 or more years customer service or sales experience.
6 To 12 Months Cash Handling Experience.

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 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.