Financial Center Banking Advisor - Sales & Service

Fulton Financial; Williamstown (NJ); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plans

Dental and vision

401(k) with employer match

Paid time off

Parental leave

Educational assistance

Job summary

Fulton Bank in Williamstown, NJ is seeking a full-time Financial Center Associate to deliver an exceptional customer experience. You will handle teller transactions, open and maintain accounts, and promote banking solutions to meet customer goals.

Scheduling aligns with branch hours; Sundays are not required. Expect to balance sales and service, use CRM for relationship building, and support clients with varied financial needs.

Qualifications

• 1+ years customer service or sales experience.
• 6 to 12 months cash handling experience (preferred).
• High School Diploma or equivalent.

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.
• Advance knowledge of sales techniques and utilize the CRM system to foster relationship-building conversations with customers.
• Provide ongoing support to customers regarding products and services. Open new accounts and perform maintenance requests.
• Manage risk by complying with regulations and Fulton policies.
• Leverage digital solutions and technology to support customers and solve problems.

Skills

Customer service

Sales experience

CRM system

Education

High School Diploma or equivalent

Tools

CRM system

Job description

Fulton Bank in Williamstown, NJ is seeking a full-time Financial Center Associate to deliver an exceptional customer experience. You will handle teller transactions, open and maintain accounts, and promote banking solutions to meet customer goals.

Scheduling aligns with branch hours; Sundays are not required. Expect to balance sales and service, use CRM for relationship building, and support clients with varied financial needs.