Financial Center Sales & Service Pro

Fulton Financial; Doylestown (Bucks County); Sur place; USD 39 000 - 61 000; Plein temps

Avantages offerts par ce poste

Medical plans

Dental and vision insurance

401(k) with employer match

Paid time off

Maternity and parental leave

Educational assistance

Résumé du poste

Fulton Bank in Doylestown, PA, is seeking a full-time Financial Center Associate to handle teller transactions, promote banking solutions, and build customer relationships. The role emphasizes a one-stop experience for accounts, maintenance, and service, with flexible scheduling around branch hours and no Sundays.

Applicants should have 1+ year of customer service or sales experience and 6–12 months cash handling. A high school diploma is required.

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)

Responsabilités

• 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.

Connaissances

Customer service

Sales

Cash handling

Formation

High School Diploma or equivalent

Outils

CRM system

Description du poste

Fulton Bank in Doylestown, PA, is seeking a full-time Financial Center Associate to handle teller transactions, promote banking solutions, and build customer relationships. The role emphasizes a one-stop experience for accounts, maintenance, and service, with flexible scheduling around branch hours and no Sundays.

Applicants should have 1+ year of customer service or sales experience and 6–12 months cash handling. A high school diploma is required.