Financial Center Sales & Service Advisor

Fulton Bank, N.A.; Lititz (Lancaster County); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) with employer match

Paid time off

Job summary

Fulton Bank, N.A. in Lititz, PA is seeking a customer service/branch associate in a full-time role.

You will handle teller transactions, promote banking solutions, and deliver an exceptional customer experience at our Lititz financial center. You will drive sales through proactive conversations, use the CRM, open accounts, and support everyday banking needs while upholding regulatory compliance and risk management.

Qualifications

• High School Diploma or equivalent. (Required)
• 1 or more years customer service or sales experience. (Required)
• 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 (Customer Relationship Management) 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 judgment 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

Education

High School Diploma

Tools

CRM system

Job description

Fulton Bank, N.A. in Lititz, PA is seeking a customer service/branch associate in a full-time role.

You will handle teller transactions, promote banking solutions, and deliver an exceptional customer experience at our Lititz financial center. You will drive sales through proactive conversations, use the CRM, open accounts, and support everyday banking needs while upholding regulatory compliance and risk management.