Strategic Small Business Banking Advisor

Fulton Financial; Upper Leacock Township (PA); On-site; USD 30,527 - 50,860; Full time

Benefits offered by this job

Medical plans with prescription drug coverage

401(k) program with employer match

Paid time off programs

Educational assistance

Wellness program with financial incentives

Job summary

Fulton Financial is seeking a Financial Center Relationship Specialist in Upper Leacock Township, PA. This full-time role involves managing a portfolio of small business clients, fostering relationships, and delivering tailored banking solutions to facilitate client growth. Candidates should possess strong sales experience and excellent communication skills.

Experience in banking, especially with small businesses, is preferred. The role offers an opportunity to thrive in a collaborative environment and enhance customer satisfaction through proactive service.

Qualifications

• 3 or more years demonstrated sales experience.
• 3 or more years customer service experience.
• 2 or more years prior banking experience (preferably small business).

Responsibilities

• Manage a portfolio of small business customers.
• Drive proactive sales conversations through various channels.
• Utilize the CRM system to promote banking solutions.
• Maintain compliance with regulations and policies.
• Adapt based on Financial Center traffic and customer needs.

Skills

Pro-active and result oriented

Highly collaborative

Excellent communication skills

Desire to serve small business clients

Education

High School Diploma or equivalent

Associate Degree in Business or related

Job description

Fulton Financial is seeking a Financial Center Relationship Specialist in Upper Leacock Township, PA. This full-time role involves managing a portfolio of small business clients, fostering relationships, and delivering tailored banking solutions to facilitate client growth. Candidates should possess strong sales experience and excellent communication skills.

Experience in banking, especially with small businesses, is preferred. The role offers an opportunity to thrive in a collaborative environment and enhance customer satisfaction through proactive service.