Client Services Specialist

Fulton Bank•East Lampeter Township, PA

17h•Hybrid

About The Position

This is a full-time, hybrid career opportunity on our IRA team based out of our Corporate Headquarters location in Lancaster, PA. Hybrid schedule is 3 days in the office and 2 day work from home following a successful 90 day introductory period. Note: additional time in office will be required in first quarter annually. Core working hours are Monday through Friday 8 am - 4:30 pm. A Client Services Specialist works with the Fulton Private Bank sales team and business unit leaders to ensure a high level of customer service. Performs a broad array of administrative, support and analytical duties supporting for assigned personnel. Individual will work with confidential customer information requiring discretion and accuracy. This role provides excellent service, operation, and sales support for Fulton clients. The role handles service-related issues, account questions, problem resolution, and escalations. One of the primary objectives for this role is to build positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

Requirements

High School Diploma or equivalent. Specialty: general studies. (Required)
1 or more years administration supporting financial services or sales. (Required)
Proficiency in Microsoft Office applications such as Word, PowerPoint, and Excel. (Required)
Outstanding written and oral communication skills. (Required)
Excellent interpersonal skills. (Required)
Comprehends account agreements. (Required)
Proficient with mathematical computations. (Required)
Ability to manage multiple client situations, needs and inquiries simultaneously. (Required)
Ability to build and maintain good cross-enterprise working relationships. (Required)
Ability to work independently or as part of a team, while handling multiple tasks and responsibilities simultaneously. (Required)
Ability to build and maintain good team member working relationships. (Required)

Nice To Haves

3 or more years Financial services experience. (Preferred)

Responsibilities

Assists in the delivery of quality client experience by quickly and courteously responding to client needs.
Collaborates with Fulton Private Bank sales team to research and provide answers to internal/external client inquiries. Communicates solutions either directly or indirectly with clients.
Participates in projects to improve processes and enhance the client experience.
Performs a variety of highly skilled administrative duties including but not limited to researching and compiling data and reports, preparing for committee meetings, and processing transfers and invoices for payment.
Responds to all internal and external emails in a timely manner, handling internal/external client needs with confidentiality, tact, discretion, accuracy and diplomacy.
Performs administrative functions of the business unit, with confidence, and sound judgment, including filing, copying, scanning, supply ordering, meeting coordinating, answering phones, greeting visitors and scheduling appointments etc.
Adheres to all compliance/risk procedures and follows corporate and industry protocols.
Works as a team to provide coverage for multiple areas of Fulton Private Bank.
Participates in training new employees.
May be asked to become a Notary.
May complete professional training and progress toward certifications.

Benefits

medical plans with prescription drug coverage
flexible spending account or health savings account depending on the medical plan chosen
dental and vision insurance
life insurance
401(k) program with employer match
Employee Stock Purchase Plan
paid time off programs including holiday pay and paid volunteer time
disability insurance coverage
maternity and parental leave
adoption assistance
educational assistance
wellness program with financial incentives