Financial Center Sales & Service Specialist

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

Benefits offered by this job

Medical plans

Flexible spending account

Dental and vision insurance

401(k) with employer match

Employee Stock Purchase Plan

Paid time off and holidays

Parental leave and adoption assistance

Job summary

Fulton Bank, N.A. in Doylestown, PA is seeking a Sales and Service Specialist to provide a one-stop experience for customers, handling service and sales needs, opening accounts and processing transactions. The role requires 1+ year in customer service or sales and 6–12 months cash handling, with a HS diploma, full-time schedule and no Sunday shifts.

The position offers an hourly wage of $18.56–$29.38, with eligibility for an incentive plan and a comprehensive benefits package.

Qualifications

• High School Diploma or equivalent is required.
• 1+ years 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 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 experience

Education

High School Diploma or equivalent

Job description

Fulton Bank, N.A. in Doylestown, PA is seeking a Sales and Service Specialist to provide a one-stop experience for customers, handling service and sales needs, opening accounts and processing transactions. The role requires 1+ year in customer service or sales and 6–12 months cash handling, with a HS diploma, full-time schedule and no Sunday shifts.

The position offers an hourly wage of $18.56–$29.38, with eligibility for an incentive plan and a comprehensive benefits package.