Small Business Banking Relationship Expert

Fulton Bank; Lancaster (Lancaster County); On-site; USD 31,000 - 51,000; Full time

Benefits offered by this job

Medical plans

401(k) match

Paid time off

Education assistance

Job summary

Fulton Bank is seeking a Financial Center Relationship Specialist in Lancaster, PA, to serve as a trusted advisor for small business and individual banking needs. You will manage relationships, drive sales, and deliver a seamless customer experience in a busy financial center setting.

The role emphasizes advisory conversations, cross-selling opportunities, and adherence to bank policies, with a focus on growing the small business client base while delivering exceptional service.

Qualifications

• 3+ years sales experience.
• 3+ years Customer Service Experience.
• 2+ years prior banking experience (Small Business preferred).

Responsibilities

• Manage a portfolio of small business customers as primary contact for banking needs.
• Drive proactive sales conversations and convert opportunities to meet sales goals.
• Promote banking solutions using CRM to enhance service and deepen relationships.
• Maintain compliance with regulations and Fulton policies.

Skills

Pro-active

Collaborative

Communication skills

Small business focus

Education

High School Diploma

Associate Degree or equivalent

Tools

CRM system

Job description

Fulton Bank is seeking a Financial Center Relationship Specialist in Lancaster, PA, to serve as a trusted advisor for small business and individual banking needs. You will manage relationships, drive sales, and deliver a seamless customer experience in a busy financial center setting.

The role emphasizes advisory conversations, cross-selling opportunities, and adherence to bank policies, with a focus on growing the small business client base while delivering exceptional service.