Financial Center Relationship Specialist

Fulton Bank; Womelsdorf (Berks County); On-site; USD 31,000 - 51,000; Full time

Benefits offered by this job

Medical plans with prescription drug

Dental and vision insurance

401(k) with employer match

Employee Stock Purchase Plan

Paid time off programs

Disability insurance

Maternity and parental leave

Educational assistance

Wellness program

Job summary

Fulton Bank is seeking a Financial Center Relationship Specialist in Womelsdorf, PA. The role focuses on delivering tailored banking solutions to small businesses and individuals, serving as the primary contact for clients and helping them achieve growth through needs-based discussions.

You will manage a portfolio, identify cross-sell opportunities, and drive proactive sales across multiple channels while maintaining compliance and delivering a seamless customer experience.

Qualifications

• 3+ years of sales experience required.
• 3+ years of customer service experience required.
• 2+ years of prior banking experience preferred, especially with small business clients.

Responsibilities

• Manage a portfolio of small business customers as their primary banking contact.
• Deepen relationships through cross-sell opportunities and prospecting.
• Lead proactive sales conversations and coordinate with Digital and in-branch channels.
• Promote banking solutions using CRM to create a one-stop experience.
• Adhere to regulations and Fulton policies while delivering excellent service.
• Balance sales activities with transaction processing and customer support.

Skills

Sales experience

Customer service

Small business banking

Communication skills

Needs-based conversations

Education

High School Diploma or equivalent

Associate Degree or related experience

Job description

Financial Center Relationship Specialist

Full‑time (approximately 40 hours per week) based at our Womelsdorf financial center in Womelsdorf, PA, Berks County. Must be available during branch operation hours (no Sundays).

Job Overview

Incumbents serve as versatile banking professionals, delivering a wide range of banking services to individual customers and small‑business clients. They 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. They also contribute to the overall performance of the Financial Center by delivering an unparalleled customer experience to all customers, focusing on a seamless one‑stop experience for all financial needs.

Responsibilities

• Manage a portfolio of small business customers, serving as their primary point of contact for all banking needs; build strong relationships and understand their business objectives through needs‑based conversations; provide tailored recommendations for banking products and services that support their growth strategy.
• Identify opportunities to deepen relationships (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, participate in Fulton Bank’s Distributed Work model, schedule appointments, and actively engage customers in the lobby; use digital tools to demonstrate digital solutions to customers.
• Utilize the Customer Relationship Management (CRM) system to promote a variety of banking solutions; maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and digital solutions; provide customers a one‑stop experience by focusing on customer‑centric conversations.
• Maintain compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
• Adapt to varying demands based on Financial Center traffic and customer needs; allocate time across proactive sales conversations, Distributed Work Model activities, and transaction processing, all while delivering customer satisfaction with every interaction.
• Provide transactional support for customers on an as‑needed basis.

Education

• High School Diploma or equivalent (required).
• Associate Degree or equivalent experience, preferably in Business or a related field (preferred).

Experience

• 3 or more years of demonstrated 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 for Small Business clients in the Financial Center (required).

Compensation and Benefits

• Hourly rate: $22.16 - $36.92.
• Eligible to participate in a short‑term incentive compensation plan subject to individual and company performance.
• Comprehensive benefits package for qualifying employees, including medical plans with prescription drug coverage, flexible spending account or health savings account, dental and vision insurance, life insurance, 401(k) program with employer match, Employee Stock Purchase Plan, paid time off programs, disability insurance, maternity and parental leave, adoption assistance, educational assistance, and a robust wellness program.
• Position may require registration in the Nationwide Mortgage Licensing System and Registry; incumbents required to register will be notified in writing.

EEO Statement

Fulton Bank 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. 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.