Financial Center Relationship Specialist
About The Position
The Financial Center Relationship Specialist is a full-time banking professional based at the Granite Run financial center in Lancaster, Pennsylvania. The role serves individual customers and small business clients, acting as a dedicated point of contact for small business customers and providing tailored financial solutions and service to support their growth. The specialist also contributes to overall financial center performance by delivering a seamless, one-stop customer experience across service and sales. The role combines relationship management, needs-based sales conversations, prospecting, inbound and outbound customer engagement, digital banking demonstrations, and occasional transaction support. The specialist uses the CRM system and maintains proficiency across deposit accounts, consumer and small business lending, credit cards, investment options, and digital solutions. The position requires adaptability as financial center traffic and customer needs change, along with compliance with applicable regulations and bank policies. Scheduling is around branch operating hours, with no Sundays.
Requirements
- High school diploma or equivalent.
- At least 3 years of demonstrated sales experience.
- At least 3 years of customer service experience.
- Proactive and results-oriented approach.
- Collaborative approach with partners, the manager, and financial center teams.
- Excellent communication skills and ability to conduct needs-based conversations.
- Desire to serve as a sales and service expert for small business clients in the financial center.
- Must be authorized to work in the United States without current or future Fulton Bank sponsorship for a work visa.
Nice To Haves
- Associate degree or equivalent experience in business or a related area.
- At least 2 years of prior banking experience, preferably including small business banking.
- Notary Public certification may be applicable.
- Registration in the Nationwide Mortgage Licensing System and Registry may be required; employees who must register will be notified in writing.
Responsibilities
- Manage a portfolio of small business customers and serve as their primary point of contact for banking needs.
- Build relationships with small business clients, understand their business objectives, and recommend tailored banking products and services.
- Identify opportunities to deepen customer relationships and expand the small business client base through prospecting, networking, leads, and referrals.
- Conduct proactive sales conversations through internal and outbound channels, including campaign calls, inbound contact center inquiries, appointment scheduling, and lobby engagement.
- Use digital tools to demonstrate digital solutions to customers.
- Identify sales opportunities and convert them into outcomes to meet or exceed sales goals.
- Use the CRM system to promote banking solutions and enhance customers’ service experience.
- Maintain proficiency in deposit accounts, consumer and small business lending, credit cards, investment options, and digital solutions.
- Provide a one-stop experience through customer-centric conversations that deepen relationships and establish the specialist as a trusted advisor.
- Manage risk and comply with applicable regulations and Fulton policies and procedures, using sound judgment within established limits.
- Adapt time and effort to financial center traffic and customer needs, including proactive sales conversations, participation in the Distributed Work Model, and transaction processing.
- Provide transactional support to customers as needed.
- Complete other duties as assigned by the manager and fulfill applicable compliance responsibilities, including completing required training and escalating compliance risks.
Benefits
- Medical plans with prescription drug coverage
- Flexible spending account or health savings account, depending on medical plan selected
- Dental insurance
- Vision insurance
- Life insurance
- 401(k) program with employer match
- Employee Stock Purchase Plan
- Paid time off programs, including holiday pay
- Paid volunteer time
- Disability insurance coverage
- Maternity and parental leave
- Adoption assistance
- Educational assistance
- Wellness program with financial incentives
- Short-term incentive compensation plan, subject to individual and company performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
