Customer-Centric Banking Advisor (Multi-Site)

Fulton Bank, N.A.; Parkesburg (Chester County); Presencial; USD 26.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical plans

Flexible spending or HSA

Dental and vision insurance

Life insurance

401(k) with employer match

Paid time off

Disability insurance

Adoption assistance

Educational assistance

Wellness program

Descripción de la vacante

Fulton Bank, N.A. is seeking a Sales and Service Specialist (Multi-Site) to support customers across our Chester County market in PA.

This full-time role (~40 hours) involves traveling to various financial centers and being flexible with branch hours, excluding Sundays, to deliver exceptional service. You will handle teller transactions, drive proactive sales conversations, use CRM tools to deepen relationships, open accounts, and promote a range of banking solutions to help customers meet their

Formación

• 1+ year of customer service or sales experience.
• 6–12 months cash handling experience preferred.
• High School Diploma or equivalent required.

Responsabilidades

• Assist clients with teller transactions accurately and in accordance with bank policy.
• Drive proactive sales/referral conversations through internal and outbound interactions.
• Advance knowledge of sales techniques and utilize the CRM to foster relationship-building conversations.
• Open new accounts and perform customer maintenance requests.
• Maintain compliance with applicable regulations and Fulton policies.
• Promote digital solutions to support customers.

Conocimientos

Customer service

Sales

CRM

Educación

High School Diploma or equivalent

Herramientas

CRM software

Descripción del empleo

Fulton Bank, N.A. is seeking a Sales and Service Specialist (Multi-Site) to support customers across our Chester County market in PA.

This full-time role (~40 hours) involves traveling to various financial centers and being flexible with branch hours, excluding Sundays, to deliver exceptional service. You will handle teller transactions, drive proactive sales conversations, use CRM tools to deepen relationships, open accounts, and promote a range of banking solutions to help customers meet their