Sales and Service Specialist (Multi-Site)

Fulton Bank, N.A.; Oxford (PA); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plan

401(k) match

Paid time off

Educational assistance

Parental leave

Job summary

Fulton Bank in Pennsylvania seeks a Sales and Service Specialist to deliver an exceptional customer experience across clusters of PA financial centers. This full-time role handles service needs and sales opportunities, from account openings to transactions, with an emphasis on friendly, proactive customer engagement and relationship building.

You will travel to different centers as needed, work around branch hours, and collaborate with teammates to promote banking solutions.

Qualifications

• 1+ years of experience in customer service or sales.
• 6–12 months cash handling experience (preferred).
• Flexibility to travel to multiple PA financial centers; no Sundays.

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.
• Utilize the CRM system and other resources to foster relationship-building conversations and onboarding of new customers.
• Open new accounts and perform customer maintenance requests; assist with operational activities.
• Maintain compliance with applicable regulations and Fulton policies and procedures.
• Leverage digital solutions and technology to support customers and solve problems.

Skills

Customer service

Sales

CRM

Cash handling

Education

High School Diploma

Tools

CRM software

Job description

Sales and Service Specialist (Multi-Site)

Job Locations: US-PA-Exton | US-PA-Downingtown | US-PA-Kennett Square | US-PA-West Grove | US-PA-Oxford | US-PA-Parkesburg | US-PA-West Chester | US-PA-West Chester

Value Proposition

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.

Overview

This is a full-time career opportunity (approximately 40 hours per week) based out of our Chester County market 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).

The Sales and Services Specialist i 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.

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

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.

Qualifications

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)

Other Duties as Assigned by Manager

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.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. 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/credentials. The salary range may vary based on geographic location.

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

Additional Compensation Components

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

Benefits

• 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.

EEO 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.

Sponsorship Statement

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.