Customer-Centric Banking Advisor (Sales & Service)

Fulton Bank; Wyckoff (NJ); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plans with prescription drug

Flexible spending account

Dental and vision insurance

Life insurance

401(k) with employer match

Job summary

Fulton Bank in Wyckoff, NJ is seeking a full-time Financial Center Associate who delivers an exceptional customer experience. You will handle teller transactions, open accounts, and promote banking solutions to meet customers’ financial goals.

The role blends service and sales, requiring effective relationship-building and knowledge of digital banking tools. Strong communication, at least 1 year in customer service or sales, and cash handling experience are preferred.

Qualifications

• High School Diploma or equivalent.
• 1+ year customer service or sales experience.
• Cash handling experience (6–12 months) preferred.

Responsibilities

• Assist clients with teller transactions accurately per policy.
• Drive proactive sales and referral conversations via calls and lobby engagement.
• Use CRM to build relationships and onboard new customers.
• Open accounts and handle maintenance and operational tasks.
• Ensure compliance with regulations and Fulton policies.
• Leverage digital solutions to help customers.

Skills

Customer service

Sales

CRM usage

Teller transactions

Education

High School Diploma

Tools

CRM system

Job description

Fulton Bank in Wyckoff, NJ is seeking a full-time Financial Center Associate who delivers an exceptional customer experience. You will handle teller transactions, open accounts, and promote banking solutions to meet customers’ financial goals.

The role blends service and sales, requiring effective relationship-building and knowledge of digital banking tools. Strong communication, at least 1 year in customer service or sales, and cash handling experience are preferred.