Relationship Banker — Trusted Financial Advisor

Fulton Bank - Students; North Wales (Montgomery County); On-site; USD 28,000 - 44,000; Full time

Benefits offered by this job

Benefits package

401(k) match

Paid time off

Education assistance

Job summary

Fulton Bank in North Wales, PA seeks a full-time Relationship Banker to deliver a high-quality customer experience across service and sales. You will handle account openings, lending, and referrals while promoting digital solutions and maintaining essential compliance.

The role requires engaging customers in a proactive, needs-based manner. Applicants typically have 2+ years in customer service or sales and a High School Diploma.

Qualifications

• 2+ years customer service or sales experience.
• High School Diploma or equivalent.

Responsibilities

• Drive proactive sales conversations and identify sales opportunities.
• Foster relationships using CRM and other resources for onboarding and expanding relationships.
• Maintain compliance with regulations and Fulton policies.
• Leverage digital solutions to support customers and solve problems.

Skills

Customer service

Sales experience

Pro-active

Communication

Education

High School Diploma

Tools

CRM

Job description

Fulton Bank in North Wales, PA seeks a full-time Relationship Banker to deliver a high-quality customer experience across service and sales. You will handle account openings, lending, and referrals while promoting digital solutions and maintaining essential compliance.

The role requires engaging customers in a proactive, needs-based manner. Applicants typically have 2+ years in customer service or sales and a High School Diploma.