Small Business Banking Relationship Specialist

Fulton Financial; Upper Leacock Township (PA); On-site; USD 31,000 - 51,000; Full time

Benefits offered by this job

Medical plans

Dental and vision insurance

401(k) with employer match

Paid time off

Wellness program

Job summary

Fulton Bank in Lancaster, PA, is hiring a Financial Center Relationship Specialist for a full-time role at our Greenfield financial center. You will serve as the primary contact for small business clients, delivering tailored financial solutions and outstanding service to help their growth.

Responsibilities include relationship management, cross-selling, and using digital tools to demonstrate banking solutions while maintaining compliance with Fulton policies.

Qualifications

• Minimum of a high school diploma or equivalent is required.
• Associate degree or relevant experience preferred.
• Notary Public (potentially) as noted in qualifications.
• Strong sales and customer service orientation is expected.

Responsibilities

• Manage a portfolio of small business customers, serving as their primary contact for all banking needs and cross-selling opportunities.
• Drive proactive sales conversations through multiple channels and outcomes to meet sales goals.
• Promote a variety of banking solutions via CRM to enhance customer experience and deepen relationships.
• Maintain compliance with regulations and Fulton policies while exercising sound judgment.
• Adapt to varying Financial Center traffic and tasks to deliver exceptional customer service.

Skills

Pro-active mindset

Collaborative

Excellent communication

Sales/service focus

Education

High School Diploma or equivalent

Associate Degree or related experience

Job description

Fulton Bank in Lancaster, PA, is hiring a Financial Center Relationship Specialist for a full-time role at our Greenfield financial center. You will serve as the primary contact for small business clients, delivering tailored financial solutions and outstanding service to help their growth.

Responsibilities include relationship management, cross-selling, and using digital tools to demonstrate banking solutions while maintaining compliance with Fulton policies.