Sales and Service Specialist
About The Position
This is a full-time career opportunity of approximately 40 hours per week, based at the Drexel Hill financial center in Drexel Hill, Pennsylvania. The employee must be available to be scheduled around branch operating hours; Sundays are not required. The role provides an exceptional financial center customer experience by addressing customer needs across service and sales, including account opening and maintenance and transaction processing. The specialist has customer-centric conversations to deepen relationships, serves as a trusted advisor, and promotes banking solutions that support customers’ financial goals. The balance of responsibilities varies based on financial center traffic and customer needs. The role requires a high school diploma or equivalent and at least one year of customer service or sales experience. Six to twelve months of cash-handling experience is preferred. The hourly rate is $18.56–$29.38, and the position is eligible for a short-term incentive compensation plan subject to individual and company performance. Fulton Bank describes a comprehensive benefits package for eligible employees. Employees are also responsible for completing assigned compliance training, following applicable regulations and policies, identifying compliance risks, and escalating risks to appropriate management. Applicants must be authorized to work in the United States without current or future visa sponsorship.
Requirements
- High school diploma or equivalent.
- At least 1 year of customer service or sales experience.
- Must be available to be scheduled around branch operating hours; Sundays are not required.
- Must be authorized to work in the United States without current or future visa sponsorship.
- Read, understand, and act on applicable company-assigned and job-related compliance programs, regulations, policies, and procedures, and complete assigned compliance training by established due dates.
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 lobby engagement.
- Develop knowledge of sales techniques and use the CRM system and other resources to support relationship-building conversations, consistent new-customer onboarding, and growth of existing relationships.
- Provide ongoing support to customers regarding products and services.
- Open new accounts, handle customer maintenance requests, and assist with operational activities and responsibilities.
- Remain flexible between sales and teller transactions.
- Manage risk by complying with applicable regulations and Fulton policies and procedures, using sound judgment within established limits.
- Use practical knowledge of digital solutions and technology to support customers and solve problems.
- Complete assigned compliance training, understand and identify applicable compliance risks, ensure compliance with relevant laws and regulations, and escalate risks to appropriate management.
- Perform other job duties as assigned by the manager.
Benefits
- Medical plans with prescription drug coverage.
- Flexible spending account or health savings account, depending on the medical plan chosen.
- 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 coverage.
- 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
