Relationship Banker
Fulton Bank · Exton, PA · 2 mo ago
Sales$20.43–$32.31/hrFull-time
About the role
This is a full-time career opportunity (approximately 40 hours per week) based out of our financial center in Exton, PA (Chester County). Must be available to be scheduled around branch operation hours (no Sundays).
Responsibilities
- Provide an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm.
- Handle account opening, lending, partner sales referrals, maintenance, and transaction processing for customers.
- Engage in customer-centric conversations to deepen relationships and become a trusted advisor.
- Promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals.
- Drive proactive sales conversations by engaging in outbound campaign calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby as well as during transaction processing.
- Use digital tools to proactively demonstrate digital solutions to customers, with the goal to identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
- 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 to ensure a consistent approach to new customer onboarding and expanding existing relationships.
- 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.
Requirements
- High School Diploma or equivalent.
- 2 or more years customer service or sales experience.
Qualifications
- Pro-active and result oriented (Preferred)
- Highly collaborative with Fulton Partners and Financial Center Team Members (Preferred)
- Excellent communication skills and ability to have needs-based conversations (Preferred)
Skills
- Knowledge of sales techniques
- Practical knowledge and understanding of digital solutions and technology
Benefits
- Comprehensive benefits package including medical plans, 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.
- Education assistance.
- A robust wellness program with financial incentives.
Pay
The hourly rate for this position is $20.43 - $32.31. Additional Compensation Components include participation in a short-term incentive compensation plan and a comprehensive benefits package.
Schedule
Full-time (approximately 40 hours per week) based out of our financial center in Exton, PA (Chester County). Must be available to be scheduled around branch operation hours (no Sundays).