Multi-Site Banking Sales & Service Specialist

Fulton Bank, N.A.; Jennersville (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) program with employer match

Paid time off programs

Disability insurance coverage

Maternity and parental leave

Adoption assistance

Educational assistance

Job summary

Fulton Bank is seeking a Sales and Service Specialist for a multi-site role across the Chester County market in PA, with approximately 40 hours per week and travel to various financial centers as needed. You will be scheduled around branch hours and may work without Sundays.

The role focuses on delivering an exceptional financial center experience by handling service and sales needs, opening and maintaining accounts, processing transactions, and building trusted relationships with 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 (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.

Skills

Customer service

Sales

Teller transactions

Education

High School Diploma or equivalent

Tools

CRM

Job description

Fulton Bank is seeking a Sales and Service Specialist for a multi-site role across the Chester County market in PA, with approximately 40 hours per week and travel to various financial centers as needed. You will be scheduled around branch hours and may work without Sundays.

The role focuses on delivering an exceptional financial center experience by handling service and sales needs, opening and maintaining accounts, processing transactions, and building trusted relationships with customers.