Financial Center Relationship Specialist

Fulton Bank • Lancaster, PA

12d • Onsite

About The Position

This full-time career opportunity is based at Fulton Bank’s Greenfield financial center in Lancaster, Pennsylvania, and is approximately 40 hours per week. The employee must be available to work around branch operating hours; Sundays are not scheduled. The role serves as a versatile banking professional providing a broad range of services to individual customers and small business clients. The specialist acts as a primary contact for small business clients, develops tailored financial solutions, and supports their growth. The position also contributes to financial center performance by delivering a seamless, one-stop customer experience across service and sales, including proactive engagement and transaction support as needed.

The role requires balancing customer service, sales conversations, transactions, and participation in Fulton Bank’s Distributed Work model according to financial center traffic and customer needs. The employee must comply with applicable regulations and bank policies, complete assigned compliance training, identify and escalate compliance risks, and may be assigned other duties by the manager. The position may require registration in the Nationwide Mortgage Licensing System and Registry; employees who must register will be notified in writing.

The hourly pay range is $22.16–$36.92. The position is eligible for a short-term incentive compensation plan subject to individual and company performance. Fulton Bank offers a comprehensive benefits package to employees who qualify.

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 Fulton Bank sponsorship for a work visa.

Nice To Haves

• Associate degree or equivalent experience, preferably in business or a related specialty.
• At least 2 years of prior banking experience, preferably including small business banking.
• Notary Public certification may be relevant.

Responsibilities

• Manage a portfolio of small business customers and serve as their primary point of contact for banking needs.
• Build client relationships and understand business objectives through needs-based conversations.
• Recommend tailored banking products and services that support clients’ growth strategies.
• Deepen customer relationships and expand the small business client base through cross-selling, prospecting, networking, leads, and referrals.
• Conduct proactive sales conversations through outbound campaigns, inbound contact center inquiries, scheduled appointments, and lobby engagement.
• Participate in Fulton Bank’s Distributed Work model by handling inbound contact center inquiries.
• Demonstrate digital tools and solutions to customers.
• Identify sales opportunities and meet or exceed sales goals.
• Use the CRM system to promote banking solutions and enhance the customer service experience.
• Maintain proficiency in deposit accounts, consumer and small business lending, credit cards, investment options, and digital solutions.
• Provide a one-stop experience for customers’ financial needs and become a trusted advisor through customer-centric conversations.
• Manage risk and comply with applicable regulations and Fulton policies and procedures, using sound judgment within established limits.
• Adapt time and effort to sales conversations, Distributed Work Model activities, transaction processing, financial center traffic, and customer needs while maintaining customer satisfaction.
• Provide transactional support to customers as needed.
• Complete assigned compliance training, understand relevant compliance risks, comply with applicable laws and regulations, and escalate 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 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

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED