Financial Center Relationship Specialist
$46,093–$76,794 year
On-siteWomelsdorf, Pennsylvania, United States
Job Summary
Manage a portfolio of small business customers as their primary point of contact for all banking needs, building relationships to identify tailored recommendations that support their growth strategy. Drive proactive sales through outbound campaigns, inbound contact center inquiries, lobby engagement, and digital solution demonstrations to convert opportunities and meet sales goals. Utilize the CRM system to promote banking solutions across deposit accounts, lending, credit cards, and investments, while maintaining compliance with regulations and Fulton policies. Provide transactional support on an as needed basis and adapt to varying Financial Center traffic by allocating time across sales, distributed work, and transaction processing.
Required Qualifications
- High School Diploma or equivalent
- Associate Degree or the equivalent experience
- 3 or more years demonstrated sales experience
- 3 or more years customer service experience
- Pro-active and result oriented (drive for more)
- Highly collaborative (with partners, manager and Financial Center teams)
- Excellent communication skills and ability to have needs-based conversations
- Desire to serve as a sales/service expert serving Small Business clients in the Financial Center
- Must be available to be scheduled around branch operation hours (no Sundays)
- Must be able to lift 50 lbs
Desired Qualifications
- Associate Degree or the equivalent experience. Specialty: Business or other related
- 2 or more years prior banking experience (preferably to include Small Business)
- Notary Public
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