Financial Center Sales & Service Pro

Fulton Bank, N.A.; Womelsdorf (Berks County); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid time off

Parental leave

Job summary

Fulton Bank, N.A. in Womelsdorf, PA seeks a Sales and Service Specialist to provide exceptional financial-center customer experiences. You will handle service and sales needs, promote solutions, and become a trusted advisor for customers seeking accounts, transactions, and financial services.

The role is full-time around branch hours (no Sundays) based at our Womelsdorf financial center. Prior customer service or sales experience and cash handling skills are desirable for success in this

Qualifications

• High School Diploma or equivalent is required.
• 1+ years of customer service or sales experience.
• 6–12 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 to foster relationship-building conversations with customers.
• Provide ongoing support to customers regarding products and services. Open new accounts and perform customer maintenance requests.

Skills

Customer service

Sales experience

Cash handling

Education

High School Diploma

Tools

CRM

Job description

Fulton Bank, N.A. in Womelsdorf, PA seeks a Sales and Service Specialist to provide exceptional financial-center customer experiences. You will handle service and sales needs, promote solutions, and become a trusted advisor for customers seeking accounts, transactions, and financial services.

The role is full-time around branch hours (no Sundays) based at our Womelsdorf financial center. Prior customer service or sales experience and cash handling skills are desirable for success in this