Small Business Banking Relationship Lead

Fulton Bank, N.A.; Harmonville (PA); On-site; USD 31,000 - 51,000; Full time

Benefits offered by this job

Medical plans

401(k) with employer match

Paid time off

Adoption assistance

Job summary

Fulton Bank, N.A. in Plymouth Meeting, PA, is seeking a Financial Center Relationship Specialist to serve small business and personal clients, delivering tailored financial solutions and exceptional service.

You will be the trusted advisor, building relationships and promoting a full range of banking products. You will conduct needs-based conversations, use the CRM system for promotions, and collaborate with the Financial Center team to meet sales goals while maintaining compliance and

Qualifications

• 3+ years of sales experience required
• 3+ years of customer service experience required
• 2+ years of banking experience preferred (small business)

Responsibilities

• Manage a portfolio of small business customers and act as primary point of contact for banking needs
• Drive proactive sales conversations via multiple channels and in lobby
• Promote banking solutions through CRM and cross-sell opportunities
• Ensure compliance with regulations and Fulton policies within risk guidelines
• Adapt to branch traffic and customer needs while delivering exceptional service

Skills

Proactive

Collaborative

Communication

Sales oriented

Education

High School Diploma

Associate Degree (Business)

Tools

CRM system

Job description

Fulton Bank, N.A. in Plymouth Meeting, PA, is seeking a Financial Center Relationship Specialist to serve small business and personal clients, delivering tailored financial solutions and exceptional service.

You will be the trusted advisor, building relationships and promoting a full range of banking products. You will conduct needs-based conversations, use the CRM system for promotions, and collaborate with the Financial Center team to meet sales goals while maintaining compliance and