Small Business Banking Relationship Specialist

Fulton Bank; Ephrata (Lancaster County); Presencial; USD 30.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits package

401(k) with employer match

Paid time off

Descripción de la vacante

Fulton Bank in Ephrata, PA, seeks a Financial Center Relationship Specialist to deliver a broad range of banking services to individuals and small businesses. This full-time role emphasizes building relationships and providing tailored financial solutions.

You will manage a portfolio of small business clients, drive proactive sales, use the CRM to promote banking products, and ensure compliance with regulations.

Formación

• Must have at least 3 years of demonstrated sales experience.
• 3+ years of customer service experience.
• 2+ years of banking experience, preferably with small business focus.

Responsabilidades

• Manage a portfolio of small business customers and act as primary contact for all banking needs.
• Drive proactive sales conversations and convert opportunities into measurable outcomes.
• Utilize CRM to promote banking solutions and deliver a one-stop customer experience.
• Maintain compliance with regulations and Fulton policies.
• Adapt tasks across branch operations while delivering customer satisfaction.

Conocimientos

Pro-active and result oriented

Highly collaborative

Excellent communication skills

Sales/service mindset

Educación

High School Diploma

Associate Degree (preferred)

Herramientas

CRM system

Descripción del empleo

Fulton Bank in Ephrata, PA, seeks a Financial Center Relationship Specialist to deliver a broad range of banking services to individuals and small businesses. This full-time role emphasizes building relationships and providing tailored financial solutions.

You will manage a portfolio of small business clients, drive proactive sales, use the CRM to promote banking products, and ensure compliance with regulations.