Small Business Banking Relationship Specialist

Fulton Financial

Reading (Berks County)

On-site

USD 31,000 - 51,000

Full time

11 days ago
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Benefits offered by this job

Medical plans
401(k) with employer match
Paid time off
Education assistance

Job summary

Fulton Bank in Reading, PA seeks a Financial Center Relationship Specialist to serve individuals and small business clients. Based at the Muhlenberg financial center, this full-time role focuses on delivering service and tailored financial solutions while collaborating with the branch team.

You will build relationships, drive proactive sales, and use the CRM to promote deposits, lending, and digital tools, maintaining compliance and high standards of customer care.

Qualifications

  • 3 or more years demonstrated sales experience.
  • 3 or more years customer service experience.
  • 2 or more years prior banking experience (preferably to include Small Business).

Responsibilities

  • Manage a portfolio of small business customers as primary contact and identify tailored solutions.
  • Drive proactive sales conversations and cross-sell to meet sales goals.
  • Promote banking solutions via CRM to enhance service experience.
  • Maintain compliance with regulations and Fulton policies.
  • Adapt to varying branch traffic and tasks while delivering strong customer satisfaction.

Skills

Pro-active and result oriented
Collaborative
Excellent communication
Small business sales

Education

High School Diploma or equivalent
Associate Degree or equivalent experience

Tools

CRM system

Job description

Fulton Bank in Reading, PA seeks a Financial Center Relationship Specialist to serve individuals and small business clients. Based at the Muhlenberg financial center, this full-time role focuses on delivering service and tailored financial solutions while collaborating with the branch team.

You will build relationships, drive proactive sales, and use the CRM to promote deposits, lending, and digital tools, maintaining compliance and high standards of customer care.

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