Financial Center Relationship Specialist

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

Benefits offered by this job

Comprehensive benefits package

401(k) program with employer match

Paid time off including holiday pay and volunteer time

Job summary

Fulton Financial is seeking a Financial Center Relationship Specialist in Ardmore, PA. This full-time role involves managing small business clients and delivering a great customer experience.

You'll build client relationships, drive sales conversations, and utilize our CRM to promote banking solutions. A high school diploma is required, and relevant experience in sales and customer service is essential. Join us as a trusted advisor for our clients.

Qualifications

• 3 or more years demonstrated sales experience.
• 3 or more years customer service experience.
• 2 or more years prior banking experience preferred.

Responsibilities

• Manage a portfolio of small business customers as their primary point of contact.
• Drive proactive sales conversations through various channels.
• Utilize CRM to promote banking solutions and enhance service experience.
• Manage risk by maintaining compliance with regulations and company policies.
• Adapt to varying demands based on Financial Center traffic and customer needs.

Skills

Pro‑active and result oriented

Highly collaborative

Excellent communication skills

Desire to serve as a sales/service expert

Education

High School Diploma or equivalent

Associate Degree or equivalent experience in Business

Job description

Overview

This is a 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).

As a Financial Center Relationship Specialist, incumbents will serve as versatile banking professionals, responsible for delivering a wide range of banking services to both individual customers and small business clients. Incumbents will act as dedicated points of contact for small business clients, providing tailored financial solutions and exceptional service to support the client’s growth and success. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.

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. This will include having needs‑based conversations to identify and provide tailored recommendations for banking products and services that support their growth strategy. Identify opportunities to deepen relationships (cross‑sell) and expand the banks small business client base through prospecting, networking and leveraging leads and referrals.
• Drive proactive sales conversations through various channels, both internal and outbound. This involves engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby. Use digital tools to proactively demonstrate digital solutions to customers. Identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
• Utilize the CRM (Customer Relationship Management) system to actively promote a variety of banking solutions to enhance the overall service experience for customers. Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and promoting digital solutions. Provide customers with a one stop experience regarding all their financial needs by focusing on customer‑centric conversations to deepen relationships and become their trusted advisor.
• Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
• Recognize 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 such as engaging in proactive sales conversations, working in the Distributed Work Model, or processing transactions, all while delivering customer satisfaction with every interaction.

Additional Responsibilities

• Provide transactional support for customers on an as needed basis.

Qualifications

Education

High School Diploma or equivalent. Specialty: not applicable at this level. (Required)

Associate Degree or the equivalent experience. Specialty: Business or other related. (Preferred)

Experience

3 or more years demonstrated sales experience. (Required)

3 or more years customer service experience. (Required)

2 or more years prior banking experience (preferably to include Small Business). (Preferred)

Certifications

Notary Public. (Potentially)

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)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company‑assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The hourly rate for this position is $22.16 - $36.92.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

NMLS

This position may require 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.

Sponsorship Statement

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.