Jobs · Finance · Pennsylvania

Relationship Banker

Fulton Bank · North Wales, PA · 1 wk ago
Finance$20.43–$32.31/hrFull-time

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.

About the role

This is a full-time career opportunity (approximately 40 hours per week) based out of our Montgomeryville financial center in North Wales, PA (Montgomery 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.
  • Offer customers a one-stop experience to fulfill all their financial needs including account opening, lending, partner sales referrals, maintenance, and transaction processing.
  • Focus on customer-centric conversations to deepen relationships and become a trusted advisor.
  • Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals.
  • Meet sales expectations that contribute to the growth and success of the financial center.
  • Drive proactive sales conversations by engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Bank’s Distributed Work model, 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, 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 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.
  • May serve as a Notary Public for their financial center.
  • Perform other job duties as assigned by the manager.

Each employee, regardless of position, is accountable for reading, understanding, and acting on the contents of all Company-assigned and/or job-related Compliance Programs, regulations, and policies and procedures, as well as ensuring that all Compliance Training assignments are completed by established due dates. This includes understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Requirements

  • High School Diploma or equivalent (Required).
  • 2 or more years of customer service or sales experience (Required).

Skills

  • 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).

Pay

The hourly rate for this position is $20.43 - $32.31.

Benefits

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance. Additionally, as part of our Total Rewards program, 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.
  • Robust wellness program with financial incentives.

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

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