Sales and Service Specialist

Fulton Bank•North Cornwall Township, PA

19h•Onsite

About The Position

This is a full-time career opportunity (approximately 40 hours per week) based out of the Cedar Crest financial center in Lebanon, PA. 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. It involves providing customers with a one-stop experience to fulfill all of their financial needs, from account opening and maintenance to processing transactions. The specialist will focus 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. The time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs.

Requirements

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

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.