Financial Center Sales & Service Advisor

Fulton Bank, N.A.; Ridgewood (NJ); On-site; USD 61,000 - 65,000; Full time

Job summary

Fulton Bank, N.A. in Ridgewood, NJ, seeks a Sales and Service Specialist to provide a one-stop customer experience, handling service needs and sales opportunities. Base location is Ridgewood, with an approximate 40-hour work week and no Sunday shifts.

The role emphasizes customer-centric conversations, account opening, transaction processing, and promoting banking solutions to help customers reach their financial goals.

Qualifications

• High School Diploma or equivalent (required).
• 1+ year customer service or sales experience (required).
• 6–12 months cash handling experience (preferred).

Responsibilities

• Assist clients with teller transactions accurately.
• Drive proactive sales/referral conversations through internal and outbound interactions.
• Advance knowledge of sales techniques and use the CRM system for relationship building.
• Open new accounts and perform customer maintenance requests.
• Maintain compliance with regulations and Fulton policies.
• Leverage digital solutions to support customers.

Skills

Customer service

Sales experience

Communication

Education

High School Diploma or equivalent

Tools

CRM system

Job description

Fulton Bank, N.A. in Ridgewood, NJ, seeks a Sales and Service Specialist to provide a one-stop customer experience, handling service needs and sales opportunities. Base location is Ridgewood, with an approximate 40-hour work week and no Sunday shifts.

The role emphasizes customer-centric conversations, account opening, transaction processing, and promoting banking solutions to help customers reach their financial goals.