Traveling Banking Advisor & Sales Specialist

Fulton Bank, N.A.; Oxford (PA); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Medical plan

401(k) match

Paid time off

Educational assistance

Parental leave

Job summary

Fulton Bank in Pennsylvania seeks a Sales and Service Specialist to deliver an exceptional customer experience across clusters of PA financial centers. This full-time role handles service needs and sales opportunities, from account openings to transactions, with an emphasis on friendly, proactive customer engagement and relationship building.

You will travel to different centers as needed, work around branch hours, and collaborate with teammates to promote banking solutions.

Qualifications

• 1+ years of experience in customer service or sales.
• 6–12 months cash handling experience (preferred).
• Flexibility to travel to multiple PA financial centers; no Sundays.

Responsibilities

• Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
• Drive proactive sales/referral conversations through internal and outbound interactions.
• Utilize the CRM system and other resources to foster relationship-building conversations and onboarding of new customers.
• Open new accounts and perform customer maintenance requests; assist with operational activities.
• Maintain compliance with applicable regulations and Fulton policies and procedures.
• Leverage digital solutions and technology to support customers and solve problems.

Skills

Customer service

Sales

CRM

Cash handling

Education

High School Diploma

Tools

CRM software

Job description

Fulton Bank in Pennsylvania seeks a Sales and Service Specialist to deliver an exceptional customer experience across clusters of PA financial centers. This full-time role handles service needs and sales opportunities, from account openings to transactions, with an emphasis on friendly, proactive customer engagement and relationship building.

You will travel to different centers as needed, work around branch hours, and collaborate with teammates to promote banking solutions.