Financial Center Sales & Service Advisor

Fulton Bank, N.A.

Anvil (PA)

On-site

USD 26,000 - 40,000

Full time

4 days ago
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Benefits offered by this job

Medical plans
401(k) with employer match
Paid time off

Job summary

Fulton Bank, N.A. in Kennett Square, PA, is seeking a Sales and Service Specialist to provide a seamless financial center experience. You will handle teller transactions, open and maintain accounts, and actively promote banking solutions to meet customer needs.

The role blends sales conversations with everyday banking duties, within branch hours respect for Sundays off. The position emphasizes customer-centric interactions, using CRM and digital tools to deepen relationships and support

Qualifications

  • 1+ years customer service or sales experience.
  • 6 to 12 months cash handling experience preferred.
  • Strong communication and relationship-building skills.
  • Familiarity with CRM systems and sales processes.

Responsibilities

  • Assist clients with teller transactions accurately and per bank policy.
  • Drive proactive sales conversations through internal and outbound interactions, including outreach and lobby engagement.
  • Use CRM systems to foster relationship-building conversations and onboarding of new customers.
  • Open new accounts, perform maintenance requests, and support day-to-day operational activities while balancing sales and teller duties.
  • Ensure compliance with regulations and Fulton policies; exercise sound judgment within limits.
  • Promote digital solutions to support customers and resolve problems.

Skills

Customer service
Sales
Cash handling
CRM usage

Education

High School Diploma

Job description

Fulton Bank, N.A. in Kennett Square, PA, is seeking a Sales and Service Specialist to provide a seamless financial center experience. You will handle teller transactions, open and maintain accounts, and actively promote banking solutions to meet customer needs.

The role blends sales conversations with everyday banking duties, within branch hours respect for Sundays off. The position emphasizes customer-centric interactions, using CRM and digital tools to deepen relationships and support

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