Financial Center Relationship Specialist

Fulton Bank•Elkton, MD

2d•Hybrid

About The Position

As a Financial Center Relationship Specialist, incumbents will serve as versatile banking professionals, responsible for delivering a wide range of banking services to both individual customers and small business clients. Incumbents will act as dedicated points of contact for small business clients, providing tailored financial solutions and exceptional service to support the client's growth and success. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.

Requirements

High School Diploma or equivalent.
3 or more years demonstrated sales experience.
3 or more years customer service experience.
Pro-active and result oriented (drive for more)
Highly collaborative (with partners, manager and Financial Center teams)
Excellent communication skills and ability to have needs-based conversations
Desire to serve as a sales/service expert serving Small Business clients in the Financial Center

Nice To Haves

Associate Degree or the equivalent experience. Specialty: Business or other related.
2 or more years prior banking experience (preferably to include Small Business).
Notary Public.

Responsibilities

Manage a portfolio of small business customers, serving as their primary point of contact for all banking needs.
Build strong relationships with clients to understand their business objectives.
Identify and provide tailored recommendations for banking products and services that support their growth strategy.
Identify opportunities to deepen relationships (cross-sell) and expand the banks small business client base through prospecting, networking and leveraging leads and referrals.
Drive proactive sales conversations through various channels, both internal and outbound.
Engage in outbound campaign calls, handle inbound contact center inquiries through participation in Fulton Banks Distributed Work model, schedule appointments, and actively engage customers in the lobby.
Use digital tools to proactively demonstrate digital solutions to customers.
Identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
Utilize the CRM (Customer Relationship Management) system to actively promote a variety of banking solutions to enhance the overall service experience for customers.
Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and promoting digital solutions.
Provide customers with a one stop experience regarding all their financial needs by focusing on customer-centric conversations to deepen relationships and become their trusted advisor.
Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
Demonstrate adaptability and flexibility in allocating time across different tasks such as engaging in proactive sales conversations, working in the Distributed Work Model, or processing transactions, all while delivering customer satisfaction with every interaction.
Provide transactional support for customers on an as needed basis.

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
a robust wellness program with financial incentives