Financial Center Client Advisor (Sales & Service)

Fulton Bank; Richmond (VA); On-site; USD 38,661 - 61,110; Full time

Benefits offered by this job

Medical plans

401(k) plan with employer match

Paid time off

Education assistance

Job summary

Fulton Bank in Richmond, VA (Stony Point) seeks a full-time Financial Center professional to deliver exceptional customer experiences through service and sales. You will assist with teller transactions and account openings while promoting banking solutions to meet customers' goals.

The role requires 1+ year of customer service or sales experience and emphasizes compliance, relationship-building, and adept use of digital tools to support customers and drive referrals.

Qualifications

• 1+ years of customer service or sales experience.
• Cash handling experience preferred (6–12 months).
• Open new accounts and assist with maintenance requests.

Responsibilities

• Assist clients with teller transactions accurately and in accordance with policy.
• Drive proactive sales/referral conversations through outbound interactions and lobby engagement.
• Advance knowledge of sales techniques and use the CRM to foster relationship-building conversations.
• Open new accounts, perform maintenance requests, and support operations.
• Maintain compliance with regulations and Fulton policies while using sound judgment.
• Leverage digital solutions to support customers and solve problems.

Skills

Customer service

Sales experience

Cash handling

Education

High School Diploma or equivalent

Tools

CRM system

Job description

Fulton Bank in Richmond, VA (Stony Point) seeks a full-time Financial Center professional to deliver exceptional customer experiences through service and sales. You will assist with teller transactions and account openings while promoting banking solutions to meet customers' goals.

The role requires 1+ year of customer service or sales experience and emphasizes compliance, relationship-building, and adept use of digital tools to support customers and drive referrals.