Sales and Service Specialist (Multi-Site)

About the role

The Sales and Service Specialist at Fulton Bank is responsible for providing an exceptional customer experience by handling every customer need from service to sales with passion and enthusiasm. This role requires flexibility to travel to various financial centers in the Bucks and Montgomery County markets in PA, and must be available to be scheduled around branch operation hours.

Responsibilities

• Provide customers with a one-stop experience to fulfill all of their financial needs from account opening and maintenance to processing transactions.
• 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.
• Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs.
• Responsible for traveling to various financial centers as assigned.
• Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
• Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
• 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.
• Provide ongoing support to customers regarding products and services.
• Open new accounts, perform customer maintenance requests, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
• 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.
• 1 or more years customer service or sales experience.
• 6 to 12 months cash handling experience (preferred).

Qualifications

• Education: High School Diploma or equivalent.
• Experience: 1 or more years customer service or sales experience.
• Cash Handling Experience: 6 to 12 months preferred.

Skills

• Exceptional customer service and sales skills.
• Ability to handle multiple tasks and adapt to changing priorities.
• Strong communication and interpersonal skills.
• Knowledge of banking products and services.
• Proficiency in using a CRM system.
• Ability to manage risk and comply with regulations.
• Basic knowledge of digital solutions and technology.

Benefits

• Medical plans with prescription drug coverage.
• Flexible spending account or health savings account.
• 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.

Pay

The hourly rate for this position is $18.56 - $29.38.

Schedule

This is a full-time career opportunity (approximately 40 hours per week) based out of our Bucks and Montgomery County markets in PA. Requires flexibility to travel to various financial centers in the market as needed. Must be available to be scheduled around branch operation hours in assigned market (no Sundays).

Additional Compensation Components

• Eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
• Part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify, including medical plans, dental and vision insurance, life insurance, 401(k) program, paid time off programs, disability insurance, maternity and parental leave, adoption assistance, educational assistance, and a robust wellness program with financial incentives.