Small Business Banking Relationship Specialist

Fulton Bank; Harmonville (PA); On-site; USD 30,000 - 51,000; Full time

Benefits offered by this job

Short-term incentive

Medical, dental, vision

401(k) match

Paid time off

Parental leave

Job summary

Fulton Bank in Plymouth Meeting, PA is seeking a full-time Financial Center Relationship Specialist. You will manage a portfolio of small business clients, provide tailored financial solutions, and deliver an exceptional customer experience across service and sales channels.

Responsibilities include proactive sales conversations, relationship building, and utilizing CRM tools to promote deposit, lending, and digital banking options while maintaining regulatory compliance.

Qualifications

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

Responsibilities

• Manage a portfolio of small business customers as primary contact for banking needs.
• Drive proactive sales conversations and cross-sell banking products.
• Promote digital solutions and maintain CRM-based client relationships.

Skills

Sales experience

Customer service

Small business banking

Communication

Relationship management

Education

High School Diploma or equivalent

Associate Degree

Tools

CRM system

Job description

Fulton Bank in Plymouth Meeting, PA is seeking a full-time Financial Center Relationship Specialist. You will manage a portfolio of small business clients, provide tailored financial solutions, and deliver an exceptional customer experience across service and sales channels.

Responsibilities include proactive sales conversations, relationship building, and utilizing CRM tools to promote deposit, lending, and digital banking options while maintaining regulatory compliance.