Sales and Service Specialist (Multi-Site)

Fulton Bank; Abington Township (PA); On-site; USD 24,796 - 39,950; Full time

Benefits offered by this job

Medical plans with prescription drug覆盖

401(k) with employer match

Paid time off including holidays

Job summary

Fulton Bank in PA seeks a Sales and Service Specialist to deliver an exceptional financial center experience. You will help customers with account openings, transactions, and ongoing service needs while promoting banking solutions built on trust and financial guidance.

The role requires travel to various financial centers, with scheduling around branch hours and no Sundays. It emphasizes relationship building and a balanced focus on sales and service.

Qualifications

• 1 or more years customer service or sales experience.
• High School Diploma or equivalent is required.
• Cash handling experience 6 to 12 months 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.
• Advance knowledge of sales techniques and utilize the CRM system to foster relationship building conversations.
• Provide ongoing support to customers regarding products and services; open new accounts and perform maintenance.
• Manage risk by complying with regulations and Fulton policies and procedures.

Skills

Customer service

Sales

Teller transactions

CRM

Education

High School Diploma or equivalent

Tools

CRM

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 Bucks and Montgomery County markets in PA. Requires flexibility to travel to various financial centers in the market as needed. Must be available to be scheduled around branch operation hours in assigned market (no Sundays).

Position Overview

The Sales and Service Specialist is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Provide customers with a one‑stop experience to fulfill all of their financial needs from account opening and maintenance to processing transactions. 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. Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs.

Responsible for traveling to various financial centers as assigned. Schedule and location may vary from day to day.

Key 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.

Education

High School Diploma or equivalent. (Required)

Experience

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

6 To 12 Months Cash Handling Experience. (Preferred)

Additional Responsibilities

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, as well as ensure 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.

Compensation

The hourly rate for this position is $18.56 - $29.38.

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; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

Equal Employment Opportunity Statement

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.

Eligibility Requirement

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.