Financial Center Relationship Specialist

About the role

This is a full-time career opportunity (approximately 40 hours per week) based out of our Plymouth Meeting financial center in Plymouth Meeting, PA, Montgomery County. Must be available to be scheduled around branch operation hours (no Sundays).

As a Financial Center Relationship Specialist, you will serve as a versatile banking professional, responsible for delivering a wide range of banking services to both individual customers and small business clients. You will act as a dedicated point of contact for small business clients, providing tailored financial solutions and exceptional service to support their growth and success. This role will also be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.

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 through 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 bank’s small business client base through prospecting, networking, and leveraging leads and referrals.
• Drive proactive sales conversations through various channels, both internal and outbound, including outbound campaign calls, handling inbound contact center inquiries, 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.
• 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.
• Perform other job duties as assigned by the manager.

Requirements

• High School Diploma or equivalent (Required).
• Associate Degree or equivalent experience in Business or a related field (Preferred).
• 3 or more years of demonstrated sales experience (Required).
• 3 or more years of customer service experience (Required).
• 2 or more years of prior banking experience, preferably including Small Business (Preferred).
• Notary Public certification (Potentially).

Skills

• Pro-active and result-oriented (drive for more) (Required).
• Highly collaborative (with partners, manager, and Financial Center teams) (Required).
• Excellent communication skills and ability to have needs-based conversations (Required).
• Desire to serve as a sales/service expert for Small Business clients in the Financial Center (Required).

Pay

The hourly rate for this position is $22.16 - $36.92.

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

Fulton Bank offers a comprehensive benefits package to those who qualify, including:

• 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 and Employee Stock Purchase Plan.
• Paid time off programs including holiday pay and paid volunteer time.
• Disability insurance coverage and maternity and parental leave.
• Adoption assistance.
• Educational assistance.
• A robust wellness program with financial incentives.