What are the responsibilities and job description for the Sales and Service Specialist (Multi-Site) position at Fulton Bank, N.A.?
Requisition ID | 2023-19223 | # of Openings | 1 | Location Name | Penn Square | County | Lancaster | Category | Retail Banking | Position Type (Portal Searching) | Full-Time | FLSA Status | Non-Exempt |
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 floating position required to travel to various Fulton Bank financial centers within the Lancaster County Market. Full-time position, approx. 40 hours/week. Days and hours may vary based on branch needs. Must be available to be scheduled around branch operation hours. No Sunday hours
The Market Sales and Service Specialist is a floating position and is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. 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.
Schedule and location may vary from day to day including two Saturdays per month until 12:15.
- 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.
High School Diploma or equivalent. (Required)
Experience1 or more years customer service or sales experience. (Required)
6 to 12 months cash handling experience. (Preferred)