Small Business Banking Relationship Specialist

Fulton Financial; Weldon (PA); Vor Ort; USD 31.000 - 51.000; Vollzeit

Benefits dieser Stelle

Medical insurance

401(k) with employer match

Paid time off

Zusammenfassung

Fulton Bank in Abington, PA is seeking a Financial Center Relationship Specialist to manage small business client relationships and deliver comprehensive banking solutions. You will act as the primary contact for business clients, offering tailored products and exceptional service within a one-stop financial experience.

Responsibilities include proactive sales, in-branch and digital engagement, and using CRM to promote deposits, lending, and digital solutions while ensuring compliance and risk

Qualifikationen

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

Aufgaben

• Manage a portfolio of small business customers as primary contact for banking needs.
• Drive proactive sales conversations through multiple channels and in lobby.
• Utilize CRM to promote banking solutions and deepen relationships with clients.
• Maintain compliance with regulations and Fulton policies.

Kenntnisse

Pro-active and result oriented

Highly collaborative

Excellent communication skills

Sales/service mindset for small biz

Ausbildung

High School Diploma

Associate Degree or equivalent

Jobbeschreibung

Fulton Bank in Abington, PA is seeking a Financial Center Relationship Specialist to manage small business client relationships and deliver comprehensive banking solutions. You will act as the primary contact for business clients, offering tailored products and exceptional service within a one-stop financial experience.

Responsibilities include proactive sales, in-branch and digital engagement, and using CRM to promote deposits, lending, and digital solutions while ensuring compliance and risk