Trusted Banking Advisor

Fulton Bank; Lebanon (Lebanon County); On-site; USD 39,000 - 61,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401(k) with match

Paid time off

Job summary

Fulton Bank is seeking a full-time Financial Center associate in Cleona, PA to deliver exceptional customer experiences. You will handle teller duties, open accounts, and drive sales while maintaining compliance and leveraging digital banking tools.

The role emphasizes relationship building, outbound outreach, and timely service in a branch setting with a 40-hour work week. Benefits include comprehensive medical plans, retirement options, and paid time off.

Qualifications

• High School Diploma or equivalent (Required).
• 1+ years customer service or sales experience (Required).
• 6 to 12 months cash handling experience (Preferred).

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 including outbound calling, appointment setting, and effective lobby engagement.
• Advance personal knowledge of sales techniques and utilize the CRM system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
• Provide ongoing support to customers regarding products and services. Open new accounts, perform customer maintenance requests, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
• Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
• Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.

Skills

Customer service

Sales

CRM

Digital banking

Communication

Education

High School Diploma

Tools

CRM system

Job description

Fulton Bank is seeking a full-time Financial Center associate in Cleona, PA to deliver exceptional customer experiences. You will handle teller duties, open accounts, and drive sales while maintaining compliance and leveraging digital banking tools.

The role emphasizes relationship building, outbound outreach, and timely service in a branch setting with a 40-hour work week. Benefits include comprehensive medical plans, retirement options, and paid time off.