Financial Center Sales and Service Leader

Fulton Bank; Doylestown (Bucks County); On-site; USD 25,000 - 40,000; Full time

Benefits offered by this job

Medical plans

Dental and vision insurance

401(k) with employer match

Paid time off

Parental leave

Educational assistance

Wellness program

Job summary

Fulton Bank is seeking a full-time Financial Center Associate at our Doylestown, PA location. You will handle teller transactions and sales conversations, building relationships and opening/maintaining accounts.

The role blends service and selling in a busy branch, requiring customer-first communication and a proactive approach. Qualifications include 1+ year in customer service or sales and 6–12 months cash handling.

Qualifications

• Minimum 1+ year experience in customer service or sales.
• 6–12 months cash handling experience preferred.
• Ability to learn banking products and processes.

Responsibilities

• Assist clients with teller transactions accurately and per policy.
• Drive proactive sales/referrals via outbound calls and lobby engagement.
• Use CRM to nurture relationships and onboard new customers.
• Provide product/service knowledge and support for customer needs.
• Maintain risk/compliance with Fulton policies and regulations.
• Leverage digital tools to help customers solve problems.

Skills

Customer service

Sales experience

Cash handling

Education

High School Diploma or equivalent

Tools

CRM system

Job description

Fulton Bank is seeking a full-time Financial Center Associate at our Doylestown, PA location. You will handle teller transactions and sales conversations, building relationships and opening/maintaining accounts.

The role blends service and selling in a busy branch, requiring customer-first communication and a proactive approach. Qualifications include 1+ year in customer service or sales and 6–12 months cash handling.