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Fulton Bank · 17 hours ago

Financial Center Relationship Specialist

York, PA

Full-time

Onsite

Mid Level

$21.59/hr - $35.96/hr

3+ years exp

Fulton Bank is committed to making a positive impact in local communities and values continuous learning and inclusion. The Financial Center Relationship Specialist will serve as a versatile banking professional, responsible for delivering banking services to individual customers and small business clients while driving proactive sales and maintaining customer relationships.

BankingFinancial Services

No H1B

Responsibilities

Manage a portfolio of small business customers, serving as their primary point of contact for all banking needs

Build strong relationships with clients to understand their business objectives

This will include having needs-based conversations to identify and provide tailored recommendations for banking products and services that support their growth strategy

Identify opportunities to deepen relationships (cross-sell) and expand the banks small business client base through prospecting, networking and leveraging leads and referrals

Drive proactive sales conversations through various channels, both internal and outbound

This involves 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

Use digital tools to proactively demonstrate digital solutions to customers

Identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals

Utilize the CRM (Customer Relationship Management) system to actively promote a variety of banking solutions to enhance the overall service experience for customers

Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and promoting digital solutions

Provide customers with a one stop experience regarding all their financial needs by focusing on customer-centric conversations to deepen relationships and become their trusted advisor

Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits

Recognize the demands of this role may vary based on Financial Center traffic and customer needs

Demonstrate adaptability and flexibility in allocating time across different tasks such as engaging in proactive sales conversations, working in the Distributed Work Model, or processing transactions, all while delivering customer satisfaction with every interaction

Provide transactional support for customers on an as needed basis

Qualification

Sales experienceCustomer service experienceBanking experienceCRM proficiencyProactiveResult orientedCommunicationHighly collaborativeAdaptabilityCustomer-centric focus