Relationship Banker: Trusted Advisor & Sales Pro

Fulton Bank; North Wales (Montgomery County); On-site; USD 29,000 - 44,000; Full time

Benefits offered by this job

Medical plans with prescription drug

401(k) with employer match

Paid time off

Job summary

Fulton Bank in Montgomeryville, PA (North Wales area) seeks a Relationship Banker to deliver an exceptional customer experience at our financial center. You will handle service and sales needs, promote banking solutions, open accounts, assist with lending, and drive relationship growth.

Responsibilities include outbound outreach, CRM-driven relationship building, and ensuring compliance with regulations. You will leverage digital tools to showcase solutions and aim to exceed sales goals while

Qualifications

• 2+ years of customer service or sales experience.
• Excellent communication and needs-based conversations.

Responsibilities

• Drive proactive sales conversations by engaging in outbound calls, handling inquiries, scheduling appointments, and guiding customers in the lobby and during transaction processing.
• Utilize the CRM system to foster relationship-building and onboarding new customers and expanding existing relationships.
• Maintain compliance with applicable regulations and Fulton policies while using sound judgment.
• Leverage digital solutions and technology to support customers and resolve issues.
• May serve as Notary Public for the financial center.

Skills

Customer service

Sales

Education

High School Diploma or equivalent

Job description

Fulton Bank in Montgomeryville, PA (North Wales area) seeks a Relationship Banker to deliver an exceptional customer experience at our financial center. You will handle service and sales needs, promote banking solutions, open accounts, assist with lending, and drive relationship growth.

Responsibilities include outbound outreach, CRM-driven relationship building, and ensuring compliance with regulations. You will leverage digital tools to showcase solutions and aim to exceed sales goals while