Small Business Banking Relationship Specialist

Fulton Bank

Denver (Lancaster County)

On-site

USD 30,000 - 51,000

Full time

2 days ago
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Benefits offered by this job

Medical plans
Prescription drug coverage
Dental insurance
Vision insurance
Life insurance
401(k) with employer match
Employee Stock Purchase Plan
Paid time off
Holiday pay
Volunteer time
Disability insurance
Parental leave
Educational assistance
Wellness program

Job summary

Fulton Bank in Denver, PA is seeking a Financial Center Relationship Specialist to serve both individual customers and small businesses, delivering tailored financial solutions in a seamless one-stop experience. You will manage a portfolio, build relationships, and leverage digital tools to enhance the customer journey.

The role requires at least 3 years of sales and 3 years of customer service, plus 2+ years banking experience (preferably Small Business).

Qualifications

  • 3+ years of sales experience.
  • 3+ years customer service experience.
  • 2+ years prior banking experience (preferably Small Business).

Responsibilities

  • Manage a portfolio of small business customers as primary contact.
  • Drive proactive sales conversations and cross-sell to deepen relationships.
  • Promote digital solutions and a range of banking products.
  • Maintain CRM records and ensure regulatory compliance.

Skills

Sales experience
Customer service
Small business focus
Communication skills
Team collaboration

Education

High School Diploma or equivalent
Associate Degree or equivalent experience in Business or related

Tools

CRM software
MS Office

Job description

Fulton Bank in Denver, PA is seeking a Financial Center Relationship Specialist to serve both individual customers and small businesses, delivering tailored financial solutions in a seamless one-stop experience. You will manage a portfolio, build relationships, and leverage digital tools to enhance the customer journey.

The role requires at least 3 years of sales and 3 years of customer service, plus 2+ years banking experience (preferably Small Business).

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