Financial Center Relationship Specialist

Fulton Bank•East Lampeter Township, PA

14d•$22 - $37•Onsite

About The Position

This is a full-time career opportunity of approximately 40 hours per week, based at the Greenfield financial center in Lancaster, Pennsylvania. The employee must be available to be scheduled around branch operating hours; the branch is closed Sundays. The Financial Center Relationship Specialist is a versatile banking professional who serves individual customers and small business clients. The role is a dedicated point of contact for small business customers, providing tailored financial solutions and service to support their growth. The specialist also contributes to financial center performance by delivering a seamless, one-stop customer experience across service and sales. The position manages small business customer relationships and a portfolio, conducts needs-based conversations, recommends relevant banking products and services, and develops relationships through prospecting, networking, leads, and referrals. The specialist conducts proactive sales conversations through internal and outbound channels, uses digital tools to demonstrate solutions, and works toward sales goals. The role also uses the CRM system, maintains knowledge of banking products and services, supports transactions as needed, and manages risk by following applicable regulations and company policies. Work priorities may shift with financial center traffic and customer needs. The role may involve registration in the Nationwide Mortgage Licensing System and Registry; employees who must register will be notified in writing. The hourly rate is $22.16–$36.92, and the position is eligible for a short-term incentive plan subject to individual and company performance. Fulton Bank states that its benefits package is available to eligible employees. Applicants must be authorized to work in the United States without current or future visa sponsorship.

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, with a drive to achieve more.
Highly collaborative 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 visa sponsorship.
Availability to be scheduled around branch operating hours; no Sundays.

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 is potentially applicable.

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 and understand their business objectives.
Conduct needs-based conversations and recommend tailored banking products and services to support client growth strategies.
Deepen customer relationships through cross-selling and expand the small business client base through prospecting, networking, leads, and referrals.
Conduct proactive sales conversations through internal and outbound channels, including outbound campaign calls and inbound contact center inquiries through the Distributed Work model.
Schedule appointments and engage customers in the lobby.
Demonstrate digital solutions to customers using digital tools.
Identify sales opportunities and convert them into outcomes to meet or exceed sales goals.
Use the CRM system to promote banking solutions and enhance customer service.
Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and digital solutions.
Deliver a one-stop experience for customers’ financial needs through customer-centric conversations and relationship building.
Manage risk and comply with applicable regulations and Fulton policies and procedures, using sound judgment within established limits.
Adapt time and priorities to financial center traffic and customer needs, including sales conversations, Distributed Work Model tasks, and transaction processing.
Provide transactional support to customers as needed.
Complete assigned compliance training by established due dates, understand applicable compliance risks and requirements, and escalate compliance risks to the appropriate management level.
Perform other duties as assigned by the manager.

Benefits

Medical plans with prescription drug coverage.
Flexible spending account or health savings account, depending on the medical plan chosen.
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.