Financial Center Relationship Specialist

Fulton Bank•Lancaster, PA

13d•Onsite

About The Position

This is a full-time career opportunity of approximately 40 hours per week based at the Granite Run financial center in Lancaster, Pennsylvania. The incumbent must be available to work around branch operating hours; Sundays are not required. The Financial Center Relationship Specialist is a versatile banking professional who serves individual customers and small business clients. The role acts as a dedicated point of contact for small business customers, offering tailored financial solutions and service to support their growth. The specialist also contributes to financial center performance by providing customers with a seamless, one-stop experience for their financial needs, from service through sales. The position may require registration in the Nationwide Mortgage Licensing System and Registry. Employees who need to register will be notified in writing. Candidates 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.

Nice To Haves

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

Responsibilities

Manage a portfolio of small business customers and serve as their primary point of contact for banking needs.
Build relationships with clients and understand their business objectives through needs-based conversations.
Recommend banking products and services tailored to clients' needs and growth strategies.
Identify opportunities to deepen customer relationships and grow the small business client base through prospecting, networking, leads, and referrals.
Conduct proactive sales conversations through internal and outbound channels, including campaign calls, contact center inquiries, appointments, and lobby interactions.
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 convert them into outcomes that 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 by conducting customer-centric conversations, deepening relationships, and becoming a trusted advisor.
Manage risk and comply with applicable regulations, bank policies, and procedures while exercising sound judgment within established limits.
Adapt time and effort to financial center traffic and customer needs, balancing sales conversations, Distributed Work Model responsibilities, and transaction processing.
Provide transactional support to customers as needed.
Complete assigned compliance training and understand, identify, and escalate compliance risks as appropriate.
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 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.
Eligibility for a short-term incentive compensation plan subject to individual and company performance.