Financial Center Relationship Specialist

Fulton Bank; Ardmore (PA); On-site; USD 30,527 - 50,860; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with employer match

Paid time off and holidays

Educational assistance

Robust wellness program

Job summary

Fulton Bank is seeking a Small Business Banking Specialist in Ardmore, PA. This full-time position requires managing small business customer portfolios, driving sales conversations, and providing tailored banking solutions while ensuring compliance with banking regulations.

The ideal candidate has a high school diploma (associate degree preferred) and extensive experience in sales and customer service. Comprehensive benefits and a competitive hourly salary ranging from $22.16 to $36.92 are offered.

Qualifications

• 3+ years of sales and customer service experience required.
• Preferred: 2+ years of banking experience, especially in Small Business.

Responsibilities

• Manage a portfolio of small business customers as primary contact.
• Drive proactive sales conversations and engage with customers.
• Utilize CRM to promote banking solutions and enhance service.
• Maintain compliance with regulations and bank policies.
• Adapt to varying demands based on customer needs.

Skills

Pro-active and result-oriented

Excellent communication skills

Collaborative teamwork

Sales/service expertise for Small Business

Education

High School Diploma

Associate Degree in Business

Job description

Overview

Full‑time career opportunity (approximately 40 hours per week) based out of our Wynnewood, PA financial center in Montgomery County. Must be available to be scheduled around branch operation hours (no Sundays).

Responsibilities

• Manage a portfolio of small business customers, serving as their primary point of contact for all banking needs. Build strong relationships with clients to understand their business objectives and provide tailored recommendations for banking products and services that support growth strategy. Identify opportunities to deepen relationships through cross‑sell and expand the bank’s small business client base through prospecting, networking and leveraging leads and referrals.
• Drive proactive sales conversations through various channels, both internal and outbound. Engage in outbound campaign calls, handle inbound contact center inquiries via the Distributed Work model, schedule appointments, and actively engage customers in the lobby. Use digital tools to demonstrate digital solutions to customers and convert sales opportunities into tangible outcomes to meet or exceed sales goals.
• Utilize the CRM (Customer Relationship Management) system to promote a variety of banking solutions and enhance the overall service experience for customers. Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and digital solutions. Provide a one‑stop experience by focusing on customer‑centric conversations and becoming a trusted advisor.
• Manage risk by maintaining compliance with applicable regulations and bank policies and procedures, while demonstrating sound judgment within established limits.
• Recognize that the demands of this role may vary based on financial center traffic and customer needs. Demonstrate adaptability and flexibility in allocating time across different tasks while delivering customer satisfaction with every interaction.
• Provide transactional support for customers on an as‑needed basis.

Qualifications

Education: High School Diploma or equivalent (Required). Associate Degree or equivalent experience, preferably in Business (Preferred).

Experience: 3 or more years of sales experience (Required). 3 or more years of customer service experience (Required). 2 or more years of prior banking experience (preferably including Small Business) (Preferred).

Certifications: Notary Public (Potential).

Knowledge, Skills, And Abilities

• Pro‑active and result‑oriented (drive for more) (Required).
• Highly collaborative with partners, manager and financial center teams (Required).
• Excellent communication skills and ability to have needs‑based conversations (Required).
• Desire to serve as a sales/service expert serving Small Business clients in the financial center (Required).

Benefits

Competitive salary ranging from $22.16 to $36.92 per hour. Comprehensive benefits include medical plans with prescription drug coverage, flexible spending or health savings account, dental and vision insurance, life insurance, 401(k) with employer match, Employee Stock Purchase Plan, paid time off, holiday pay, paid volunteer time, disability insurance, maternity and parental leave, adoption assistance, educational assistance and a robust wellness program.

Compliance & Licensing

This position may require the incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

EEO Statement

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Work Authorization

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.