Small Business Banking Relationship Specialist

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

Benefits offered by this job

Medical plans

401(k) with employer match

Paid time off

Vision and dental insurance

Job summary

Fulton Bank is seeking a Financial Center Relationship Specialist at our Jennersville financial center in West Grove, PA. You will manage a portfolio of small business clients, build relationships, and provide tailored financial solutions to support growth.

The role emphasizes service and sales with a one-stop banking experience. Responsibilities include proactive sales, inbound/outbound outreach, CRM utilization, and cross-selling to deepen client relationships while ensuring compliance and

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).
• Notary Public (Potentially).

Responsibilities

• Manage a portfolio of small business customers, primary contact for banking needs.
• Drive proactive sales conversations through multiple channels; outbound and inbound.
• Promote banking solutions via CRM and cross-sell opportunities.
• Maintain compliance with regulations and Fulton policies.
• Occasional transactional support and responsive service to customers.

Skills

Sales experience

Customer service

Banking experience

Communication

Education

High School Diploma

Associate Degree

Job description

Fulton Bank is seeking a Financial Center Relationship Specialist at our Jennersville financial center in West Grove, PA. You will manage a portfolio of small business clients, build relationships, and provide tailored financial solutions to support growth.

The role emphasizes service and sales with a one-stop banking experience. Responsibilities include proactive sales, inbound/outbound outreach, CRM utilization, and cross-selling to deepen client relationships while ensuring compliance and