Financial Center Sales & Service Pro

Fulton Bank; Lewisburg (Union County); Vor Ort; USD 26.000 - 40.000; Vollzeit

Benefits dieser Stelle

401(k) with employer match

Paid time off

Education assistance

Zusammenfassung

Fulton Bank in Lewisburg, PA is hiring for a full-time Financial Center Associate who delivers an exceptional customer experience by handling service and sales with enthusiasm. You’ll open accounts, process transactions, and guide customers through banking solutions to meet their goals while maintaining branch operations.

In this role you will drive proactive sales, use the CRM to build relationships, ensure compliance, and balance teller duties as needed.

Qualifikationen

• 1+ years customer service or sales experience.
• 6 to 12 months cash handling experience.
• High School Diploma or equivalent.

Aufgaben

• 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.

Kenntnisse

Customer service

Sales experience

Cash handling

CRM usage

Ausbildung

High School Diploma

Tools

CRM system

Jobbeschreibung

Fulton Bank in Lewisburg, PA is hiring for a full-time Financial Center Associate who delivers an exceptional customer experience by handling service and sales with enthusiasm. You’ll open accounts, process transactions, and guide customers through banking solutions to meet their goals while maintaining branch operations.

In this role you will drive proactive sales, use the CRM to build relationships, ensure compliance, and balance teller duties as needed.