Small Business Banking Relationship Lead

Fulton Bank, N.A.

Reading (Berks County)

On-site

USD 30,000 - 51,000

Full time

9 days ago
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Benefits offered by this job

Medical insurance
401(k) with employer match
Dental and vision insurance
Life insurance
Paid time off

Job summary

Fulton Bank, N.A. in Reading, PA seeks a Financial Center Relationship Specialist to manage a small business portfolio and serve as the primary contact for banking needs. You will build relationships, identify growth opportunities, and promote a one-stop financial solution experience.

The role emphasizes sales/service excellence, cross-selling, and leveraging digital tools, with a focus on compliant and customer-centric service in a distributed work environment.

Qualifications

  • 3+ years of sales experience.
  • 3+ years of customer service experience.
  • 2+ years banking experience, preferably Small Business.

Responsibilities

  • Manage a portfolio of small business customers as their primary banking contact.
  • Prospect, network, and cross-sell to deepen relationships and expand the client base.
  • Conduct needs-based conversations and present tailored banking solutions.
  • Use CRM to promote deposit, lending, credit card, and digital solutions.
  • Ensure compliance with regulations and Fulton policies.

Skills

Sales experience
Customer service
Proactive
Collaborative
Communication skills
Small business banking

Education

High School Diploma or equivalent
Associate Degree or related coursework

Job description

Fulton Bank, N.A. in Reading, PA seeks a Financial Center Relationship Specialist to manage a small business portfolio and serve as the primary contact for banking needs. You will build relationships, identify growth opportunities, and promote a one-stop financial solution experience.

The role emphasizes sales/service excellence, cross-selling, and leveraging digital tools, with a focus on compliant and customer-centric service in a distributed work environment.

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