Financial Center Sales & Service Expert

Fulton Financial; New Jersey; On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plans

401(k) with employer match

Paid time off

Educational assistance

Job summary

Fulton Bank in Williamstown, NJ is seeking a full-time Financial Center Associate to deliver outstanding customer experiences by handling teller transactions and sales opportunities with enthusiasm.

You will open new accounts, process requests, and guide customers through banking solutions, while maintaining accuracy, compliance, and a friendly, professional demeanor during branch hours (no Sundays).

Qualifications

• High School Diploma or equivalent.
• 1+ years of 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 (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.

Job description

Fulton Bank in Williamstown, NJ is seeking a full-time Financial Center Associate to deliver outstanding customer experiences by handling teller transactions and sales opportunities with enthusiasm.

You will open new accounts, process requests, and guide customers through banking solutions, while maintaining accuracy, compliance, and a friendly, professional demeanor during branch hours (no Sundays).