Financial Center Relationship Specialist

About the role

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work‑life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. This is a full‑time career opportunity (approximately 40 hours per week) based out of our Virginia Beach, VA financial center at 4429 Bonney Road. Must be available to be scheduled around branch operation hours (no Sundays).

Responsibilities

• Serve as a versatile banking professional, delivering a wide range of banking services to individual customers and small business clients.
• Act as the dedicated point of contact for small‑business clients, providing tailored financial solutions and exceptional service to support client growth and success.
• Manage a portfolio of small‑business customers, serving as their primary contact for all banking needs.
• Build strong relationships with clients, understand their business objectives, and conduct needs‑based conversations to recommend appropriate banking products and services.
• Identify opportunities to deepen relationships (cross‑sell) and expand the bank’s small‑business client base through prospecting, networking, leads, and referrals.
• Drive proactive sales conversations via outbound campaign calls, inbound contact‑center inquiries (Fulton Banks Distributed Work model), appointment scheduling, and lobby engagements.
• Use digital tools to demonstrate digital solutions to customers.
• Identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
• Utilize the CRM system to promote a variety of banking solutions and enhance the overall service experience.
• Maintain proficiency in deposit accounts, consumer and small‑business lending, credit cards, investment options, and digital solutions.
• Provide customers with a one‑stop experience, focusing on customer‑centric conversations to become a trusted advisor.
• Manage risk by complying with applicable regulations and Fulton policies, exercising sound judgment within established limits.
• Adapt and flexibly allocate time across tasks—proactive sales, Distributed Work Model activities, or transaction processing—while delivering customer satisfaction.
• Provide transactional support for customers on an as‑needed basis.
• Perform other duties as assigned by the manager.
• Read, understand, and act on all company‑assigned compliance programs, regulations, policies, and training requirements; identify and escalate compliance risks as needed.

Qualifications

• High School Diploma or equivalent (required).
• Associate Degree or equivalent experience in Business or a related field (preferred).
• Three or more years of demonstrated sales experience (required).
• Three or more years of customer service experience (required).
• Two or more years of prior banking experience, preferably with small‑business focus (preferred).
• Notary Public certification (potentially).

Skills

• Pro‑active and result‑oriented (required).
• Highly collaborative with partners, manager, and Financial Center teams (required).
• Excellent communication skills and ability to conduct needs‑based conversations (required).
• Strong desire to serve as a sales/service expert for small‑business clients in the Financial Center (required).

Schedule

Full‑time (approximately 40 hours per week) at the Virginia Beach, VA financial center, 4429 Bonney Road. Must be available to work around branch operation hours; Sundays are not scheduled.