Relationship Banker

Fulton Bank; Exton (PA); On-site; USD 28,144 - 44,510; Full time

Benefits offered by this job

401(k) program with employer match

Medical plans with prescription coverage

Paid volunteer time

Job summary

Fulton Bank is seeking a full-time Relationship Banker in Exton, PA. The position is responsible for providing exceptional customer service and promoting financial solutions. Candidates should have at least 2 years of customer service or sales experience and a high school diploma. The role involves proactive sales, handling customer inquiries, and maintaining compliance with regulations. We offer a competitive salary range of $20.43 to $32.31 per hour along with comprehensive benefits including medical plans, 401(k) matching, and paid time off.

Qualifications

• 2 or more years customer service or sales experience.
• Ability to manage risk and maintain compliance with regulations.
• Experience in handling customer needs from service to sales.

Responsibilities

• Engage in outbound campaign calls and handle inbound inquiries.
• Promote a variety of banking solutions to customers.
• Manage compliance with regulations and policies.

Skills

Pro‑active and result oriented

Highly collaborative

Excellent communication skills

Education

High School Diploma or equivalent

Tools

CRM (Customer Relationship Management)

Job description

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

This is a full-time career opportunity (approximately 40 hours per week) based out of our financial center in Exton, PA (Chester County). Must be available to be scheduled around branch operation hours (no Sundays).

The Relationship Banker is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. This role provides customers with a one stop experience to fulfill all their financial needs including account opening, lending, partner sales referrals, maintenance, and transaction processing. Incumbents will focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer’s service experience and achieve their financial goals. Responsible for sales expectations that contribute to the growth and success of the financial center.

Responsibilities

• Drive proactive sales conversations by engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby as well as during transaction processing. Use digital tools to proactively demonstrate digital solutions to customers, with the goal to identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
• 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 to ensure a consistent approach to new customer onboarding and expanding existing relationships.
• 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.

Additional Responsibilities

• May serve as a Notary Public for their financial center.

Education

High School Diploma or equivalent. Specialty not applicable at this level. (Required)

Experience

2 or more years customer service or sales experience. (Required)

Knowledge, Skills, And Abilities

• Pro‑active and result oriented (Preferred)
• Highly collaborative with Fulton Partners and Financial Center Team Members (Preferred)
• Excellent communication skills and ability to have needs‑based conversations (Preferred)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company‑assigned and/or job related Compliance Programs, regulations and policies and procedures and for ensuring that all Compliance Training assignments are completed by established due dates. This includes, but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Salary and Benefits

We share base salary ranges on all job postings. The hourly rate for this position is $20.43 – $32.31. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses or credentials. The salary range may vary depending on geographic location.

Additional Compensation Components

This job is eligible to participate in a short‑term incentive compensation plan subject to individual and company performance.

Benefits

As part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage, a flexible spending account or health savings account depending on the medical plan chosen, dental and vision insurance, life insurance, a 401(k) program with employer match and an Employee Stock Purchase Plan, paid time off programs including holiday pay and paid volunteer time, disability insurance coverage, maternity and parental leave, adoption assistance, educational assistance, and a robust wellness program with financial incentives.

Licensing

This position may require the incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

Equal Opportunity Employer

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status or any other legally protected status.

Work Authorization

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.