Financial Center Sales & Service Advisor

Fulton Bank, N.A.; Center Valley (Lehigh County); On-site; USD 25,000 - 40,000; Full time

Job summary

Fulton Bank, N.A. in Center Valley, PA is seeking a Sales and Service Specialist to deliver a one-stop financial center experience. You will handle teller transactions, open accounts, and promote banking solutions while maintaining compliance and a customer-centric approach.

This full-time role requires adapting to branch hours with no Sundays. Ideal candidates have 1+ year of customer service or sales experience and some cash handling exposure.

Qualifications

• 1+ years customer service or sales experience.
• 6 to 12 months cash handling experience preferred.

Responsibilities

• Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
• Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
• Advance personal knowledge of sales techniques and utilize the CRM system and other resources to foster relationship-building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
• Provide ongoing support to customers regarding products and services. Open new accounts, perform customer maintenance requests, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
• Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgement within established limits.
• Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.

Skills

Customer service

Sales experience

Cash handling

CRM system

Education

High School Diploma or equivalent

Tools

CRM system

Job description

Fulton Bank, N.A. in Center Valley, PA is seeking a Sales and Service Specialist to deliver a one-stop financial center experience. You will handle teller transactions, open accounts, and promote banking solutions while maintaining compliance and a customer-centric approach.

This full-time role requires adapting to branch hours with no Sundays. Ideal candidates have 1+ year of customer service or sales experience and some cash handling exposure.