Customer-First Banking & Sales Pro

Fulton Bank, N.A.; State College (Centre County); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plans

Health savings account

Dental and vision insurance

Life insurance

401(k) with employer match and ESPP

Paid time off

Disability insurance

Maternity and parental leave

Adoption assistance

Educational assistance

Wellness program

Job summary

Fulton Bank, N.A. is seeking a full-time Financial Center team member at the North Atherton branch in State College, PA. The role blends teller responsibilities with customer service and sales referrals to provide a one-stop experience for account openings and transactions.

The position requires working around branch hours with no Sundays, and emphasizes customer-centric conversations, relationship building, and promotion of banking solutions using CRM tools.

Qualifications

• High school diploma required.
• 1+ year customer service or sales experience required.
• 6 to 12 months cash handling experience preferred.

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 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

Job description

Fulton Bank, N.A. is seeking a full-time Financial Center team member at the North Atherton branch in State College, PA. The role blends teller responsibilities with customer service and sales referrals to provide a one-stop experience for account openings and transactions.

The position requires working around branch hours with no Sundays, and emphasizes customer-centric conversations, relationship building, and promotion of banking solutions using CRM tools.