Financial Center Advisor: Sales, Service & Solutions

Fulton Financial; Upper Leacock Township (PA); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plans

Dental and vision insurance

401(k) with employer match

Paid time off

Parental leave

Educational assistance

Wellness program

Job summary

Fulton Bank in Lancaster, PA seeks a full-time Financial Center Associate to deliver exceptional service and sales support. You will handle teller duties, nurture customer relationships, and promote banking solutions while adhering to policy and risk controls.

The role emphasizes accuracy, compliance, and the ability to engage customers in meaningful conversations about their financial needs, with opportunities for growth and development within the branch network.

Qualifications

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

Cash handling

Education

High School Diploma or equivalent

Tools

CRM system

Digital banking

Job description

Fulton Bank in Lancaster, PA seeks a full-time Financial Center Associate to deliver exceptional service and sales support. You will handle teller duties, nurture customer relationships, and promote banking solutions while adhering to policy and risk controls.

The role emphasizes accuracy, compliance, and the ability to engage customers in meaningful conversations about their financial needs, with opportunities for growth and development within the branch network.