Sales and Service Specialist
About The Position
This is a full-time career opportunity of approximately 40 hours per week, based at Fulton Bank’s Kennett Square, Pennsylvania financial center in Chester County. The specialist must be available to work around branch operating hours; Sundays are not required. The role provides an exceptional financial center customer experience by addressing customers’ needs across service and sales, from account opening and maintenance to transaction processing. The specialist builds customer relationships through customer-centric conversations, acts as a trusted advisor, promotes banking solutions, and helps customers meet their financial goals. Work across the universal role’s sales and teller activities varies with financial center traffic and customer needs.
Requirements
- High school diploma or equivalent.
- At least 1 year of customer service or sales experience.
- Authorization to work in the United States without current or future visa sponsorship.
Nice To Haves
- 6 to 12 months of cash handling experience.
Responsibilities
- Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
- Drive proactive sales and referral conversations through internal and outbound interactions, including outbound calling, appointment setting, and effective lobby engagement.
- Develop knowledge of sales techniques and use the CRM system and other resources to foster relationship-building conversations, provide consistent new-customer onboarding, and expand existing relationships.
- Provide ongoing support to customers regarding products and services; open new accounts, complete customer maintenance requests, assist with operational activities, and flex between sales and teller transactions.
- Manage risk by complying with applicable regulations and Fulton policies and procedures, and use sound judgment within established limits.
- Use practical knowledge of digital solutions and technology to support customers and solve problems.
- Perform other job duties as assigned by the manager.
- Read, understand, and act on company-assigned and job-related compliance programs, regulations, policies, and procedures; complete compliance training by established due dates; identify compliance risks, ensure compliance with applicable laws and regulations, and escalate risks to the appropriate level of management.
Benefits
- Medical plans with prescription drug coverage
- Flexible spending account or health savings account, depending on the selected medical plan
- 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
- Maternity and parental leave
- Adoption assistance
- Educational assistance
- Wellness program with financial incentives
- Short-term incentive compensation plan, subject to individual and company performance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
