Customer-Focused Banking Specialist

Fulton Bank, N.A.; Garrettford (PA); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plans with prescription drug覆盖

Flexible spending account (FSA) / HSA

Dental and vision insurance

401(k) with employer match

Paid time off including holidays

Disability insurance and parental/adop

Job summary

Fulton Bank, N.A. in Drexel Hill, PA, seeks a Sales and Service Specialist to deliver exceptional customer experiences at our financial center. You will handle service needs, assist with account openings, and promote banking solutions that fit customers' goals.

This full-time role requires strong communication, cash handling, and the ability to balance sales with teller duties while upholding compliance and risk controls. Availability to work branch hours (no Sundays) is required.

Qualifications

• High School Diploma or equivalent. (Required)
• 1 or more years 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 (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

CRM system

Education

High School Diploma or equivalent

Tools

CRM system

Job description

Fulton Bank, N.A. in Drexel Hill, PA, seeks a Sales and Service Specialist to deliver exceptional customer experiences at our financial center. You will handle service needs, assist with account openings, and promote banking solutions that fit customers' goals.

This full-time role requires strong communication, cash handling, and the ability to balance sales with teller duties while upholding compliance and risk controls. Availability to work branch hours (no Sundays) is required.