Sales and Service Specialist

Fulton Bank • Havertown, PA

1d • Onsite

About The Position

This is a full-time career opportunity (approximately 40 hours per week) based out of our Drexel Hill, PA financial center in Delaware County. The role is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. The specialist will provide customers with a one-stop experience to fulfill all of their financial needs, from account opening and maintenance to processing transactions. The focus is on customer-centric conversations to deepen relationships and become a trusted advisor, actively promoting a variety of banking solutions to enhance a customer's service experience and achieve their financial goals. Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs.

Requirements

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

Nice To Haves

• 6 to 12 months cash handling experience.

Responsibilities

• Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
• Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
• 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 ensure a consistent approach to new customer onboarding and expanding existing relationships.
• Provide ongoing support to customers regarding products and services. Open new accounts, perform customer maintenance requests, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
• 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.
• Perform other job duties as assigned by the manager.
• Read, understand and act on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures.
• Ensure that all Compliance Training assignments are completed by established due dates.
• Understand and identify compliance risks impacting their department(s).
• Ensure compliance with applicable laws or regulations.
• Escalate compliance risks to the appropriate level of management.

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
• Robust wellness program with financial incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees