Financial Center Sales & Service Pro

Fulton Financial Corporation; Aronimink (PA); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plans with prescription drug

Flexible spending account or health-s

Dental and vision insurance

Life insurance

401(k) with employer match and ESPP

Paid time off programs

Disability insurance

Maternity and parental leave

Adoption assistance

Educational assistance

Wellness program with financial incent

Job summary

Fulton Bank, a unit of Fulton Financial Corporation, is seeking a full-time Financial Center Associate in the Drexel Hill, PA area. The role focuses on delivering an exceptional customer experience by handling teller duties and guiding customers through account openings, maintenance, and product solutions.

Responsibilities include driving sales conversations, leveraging CRM tools, and maintaining compliance with bank policies, while providing a one-stop experience for customers.

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 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 skills

Cash handling

Education

High School Diploma

Job description

Fulton Bank, a unit of Fulton Financial Corporation, is seeking a full-time Financial Center Associate in the Drexel Hill, PA area. The role focuses on delivering an exceptional customer experience by handling teller duties and guiding customers through account openings, maintenance, and product solutions.

Responsibilities include driving sales conversations, leveraging CRM tools, and maintaining compliance with bank policies, while providing a one-stop experience for customers.