Financial Center Leader: Sales & Service Coach

Fulton Bank, N.A.

Millsboro (DE)

On-site

USD 34,000 - 56,000

Full time

3 days ago
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Benefits offered by this job

Medical benefits
Dental & Vision
401(k) employer match

Job summary

Fulton Bank, N.A. in Millsboro, DE seeks a Financial Center Supervisor to lead daily operations, drive proactive sales, and provide exceptional customer service. This full-time role focuses on maintaining risk controls, coaching staff, and building customer relationships.

The position emphasizes teamwork, CRM proficiency, and community engagement, with scheduling around branch hours (no Sundays). ABachelor’s degree is preferred, with a minimum of 3 years' related experience and 1+ year in

Qualifications

  • Proactive and result oriented (Required)
  • Highly collaborative with Fulton partners and other team members (Required)
  • Excellent communication skills and ability to have needs-based conversations (Required)

Responsibilities

  • Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes.
  • Maintaining sound risk and compliance practices by ensuring the financial center operates within the parameters of applicable regulations and company policies. Play a key role in managing risk by ensuring the team's adherence to regulatory standards while exercising sound judgment within established parameters.
  • 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. Advance personal knowledge of sales techniques while developing team members to have the same CRM knowledge, usage, and adoption.
  • Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team. This includes participating in the selection of top talent, facilitating seamless onboarding, providing ongoing coaching, and managing performance to achieve optimal results.
  • Actively participate in off-site networking events and community initiatives that will bolster our brand presence and strengthen ties within the local community, driving business growth opportunities.

Skills

Proactive
Collaborative
Excellent communication

Education

Bachelor's degree
High School Diploma

Job description

Fulton Bank, N.A. in Millsboro, DE seeks a Financial Center Supervisor to lead daily operations, drive proactive sales, and provide exceptional customer service. This full-time role focuses on maintaining risk controls, coaching staff, and building customer relationships.

The position emphasizes teamwork, CRM proficiency, and community engagement, with scheduling around branch hours (no Sundays). ABachelor’s degree is preferred, with a minimum of 3 years' related experience and 1+ year in

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