Relationship Banker

Fulton BankLumberton, NJ
13d$20 - $31Onsite

About The Position

The Relationship Banker is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. This role provides customers with a one stop experience to fulfill all their financial needs including account opening, lending, partner sales referrals, maintenance, and transaction processing. Incumbents will focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals. Responsible for sales expectations that contribute to the growth and success of the financial center.

Requirements

  • High School Diploma or equivalent.
  • 2 or more years customer service or sales experience.

Nice To Haves

  • Pro-active and result oriented
  • Highly collaborative with Fulton Partners and Financial Center Team Members
  • Excellent communication skills and ability to have needs-based conversations

Responsibilities

  • Drive proactive sales conversations by engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby as well as during transaction processing.
  • Use digital tools to proactively demonstrate digital solutions to customers, with the goal to identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
  • Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship Management) system and other resources to foster relationship-building conversations with customers and to ensure a consistent approach to new customer onboarding and expanding existing relationships.
  • Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
  • Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
  • May serve as a Notary Public for their financial center.
  • Other Duties as Assigned by Manager

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 and Employee Stock Purchase Plan
  • paid time off programs including holiday pay and paid volunteer time
  • disability insurance coverage and maternity and parental leave
  • adoption assistance
  • educational assistance and a robust wellness program with financial incentives

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

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