Relationship Banker & Personal Finance Advisor

Fulton Bank, N.A.; Wyckoff (NJ); On-site; USD 28,000 - 44,000; Full time

Benefits offered by this job

Medical plans

401(k) employer match

Paid time off

Job summary

Fulton Bank, N.A. in Wyckoff, NJ seeks a Relationship Banker to deliver an exceptional customer experience, handling service, sales, and account needs with enthusiasm.

The role focuses on helping customers open accounts, borrow, and build relationships with referrals and trusted advisor conversations. Based at the Wyckoff financial center (319 Franklin Avenue Boulder Run Shopping Center), it requires at least 2 years of customer service or sales and a high school diploma.

Qualifications

• 2+ years customer service or sales experience.
• High School Diploma or equivalent.
• Pro-active and result oriented.
• Excellent communication skills and needs-based conversations.

Responsibilities

• Drive proactive sales conversations through outbound calls and lobby interactions.
• Use CRM to foster relationship-building and onboarding new customers.
• Maintain compliance with regulations and Fulton policies.
• Leverage digital solutions to support customers and solve problems.

Skills

Proactive mindset

Collaboration

Excellent communication

Education

High School Diploma

Job description

Fulton Bank, N.A. in Wyckoff, NJ seeks a Relationship Banker to deliver an exceptional customer experience, handling service, sales, and account needs with enthusiasm.

The role focuses on helping customers open accounts, borrow, and build relationships with referrals and trusted advisor conversations. Based at the Wyckoff financial center (319 Franklin Avenue Boulder Run Shopping Center), it requires at least 2 years of customer service or sales and a high school diploma.