Bilingual Financial Center Relationship Specialist

1 day ago

Deerfield, United States Fulton Bank Full time

Requisition ID: 1
Category: Retail/Branch Banking - New Jersey
# of Openings: 1
Position Type (Portal Searching): Full-Time
Rosenhayn
Cumberland
FLSA Status: Non-Exempt

Value Proposition

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.



Overview

This is a full-time career opportunity (approximately 40 hours per week) based out of our financial center in Rosenhayn, NJ (Cumberland County). Must be available to be scheduled around branch operation hours (no Sundays).

As a Financial Center Relationship Specialist, incumbents will serve as versatile banking professionals, responsible for delivering a wide range of banking services to both individual customers and small business clients. Incumbents will act as dedicated points of contact for small business clients, providing tailored financial solutions and exceptional service to support the client's growth and success. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.

The role requires fluency in the Spanish language; must be able to read, write and speak the language.



Responsibilities

  • Manage a portfolio of small business customers, serving as their primary point of contact for all banking needs. Build strong relationships with clients to understand their business objectives. This will include having needs-based conversations to identify and provide tailored recommendations for banking products and services that support their growth strategy. Identify opportunities to deepen relationships (cross-sell) and expand the banks small business client base through prospecting, networking and leveraging leads and referrals.
  • Drive proactive sales conversations through various channels, both internal and outbound. This involves engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby. 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.
  • Utilize the CRM (Customer Relationship Management) system to actively promote a variety of banking solutions to enhance the overall service experience for customers. Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and promoting digital solutions. Provide customers with a one stop experience regarding all their financial needs by focusing on customer-centric conversations to deepen relationships and become their trusted advisor.
  • Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
  • Recognize the demands of this role may vary based on Financial Center traffic and customer needs. Demonstrate adaptability and flexibility in allocating time across different tasks such as engaging in proactive sales conversations, working in the Distributed Work Model, or processing transactions, all while delivering customer satisfaction with every interaction.

Additional Responsibilities
  • Provide transactional support for customers on an as needed basis.


Qualifications

Education

High School Diploma or equivalent. Specialty: not applicable at this level. (Required)

Associate Degree or the equivalent experience. Specialty: Business or other related. (Preferred)

Experience

3 or more years demonstrated sales experience. (Required)

3 or more years customer service experience. (Required)

2 or more years prior banking experience (preferably to include Small Business). (Preferred)

Certifications

Notary Public. (Potentially)

Knowledge, Skills, and Abilities
  • Pro-active and result oriented (drive for more) (Required)
  • Highly collaborative (with partners, manager and Financial Center teams) (Required)
  • Excellent communication skills and ability to have needs-based conversations (Required)
  • Desire to serve as a sales/service expert serving Small Business clients in the Financial Center (Required)



Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.



EEO Statement

Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

NMLS

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.

Apply Here:

PI

  • Bilingual Financial Center Relationship Specialist

    3 weeks ago

    Deerfield, United States Disability Solutions Full time

    Value PropositionOur 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...

  • Cash Management Specialist

    3 weeks ago

    Deerfield, Wisconsin, United States Creative Financial Staffing Full time

    Job OverviewAs a Cash Management Specialist, you will be responsible for managing financial transactions by processing invoices daily. This role involves receiving, entering, and coding invoices while working closely with the business to resolve discrepancies.Key ResponsibilitiesProvide backup support to Accounts PayableProcess lien waivers and sales & use...

  • Financial Center Supervisor II

    4 months ago

    Deerfield, United States Disability Solutions Full time

    Value PropositionOur 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...

  • Financial Center Leader

    2 weeks ago

    Deerfield Beach, Florida, United States Disability Solutions Full time

    Job DescriptionWe are seeking a highly motivated and experienced Financial Center Leader to join our team at Disability Solutions. In this role, you will be responsible for providing exceptional customer service and leadership to our Financial Center team.Key ResponsibilitiesProvide leadership and guidance to the Financial Center team, ensuring they have the...

  • Creative Financial Staffing | Accounts Receivable Specialist WI | deerfield, wi

    3 weeks ago

    Deerfield, United States Creative Financial Staffing Full time

    Job Title: Accounts Receivable SpecialistCompany Overview: Join a well-established company with nearly 40 years in the business and a solid revenue of $30-$40 million. Recently acquired by private equity investors, this organization fosters a supportive culture where employees thrive.Job Summary: As an Accounts Receivable Specialist, you will manage...

  • Creative Financial Staffing | Accounts Receivable Specialist WI | deerfield, wi

    4 weeks ago

    deerfield, United States Creative Financial Staffing Full time

    Job Title: Accounts Receivable Specialist Company Overview: Join a well-established company with nearly 40 years in the business and a solid revenue of $30-$40 million. Recently acquired by private equity investors, this organization fosters a supportive culture where employees thrive. Job Summary: As an Accounts Receivable Specialist, you will manage...

  • Business Relationship Development Specialist

    3 weeks ago

    Deerfield Beach, Florida, United States Old National Bank Full time

    At Old National Bank, we're committed to fostering long-term relationships with our clients and communities. As a Business Relationship Development Specialist, you'll play a vital role in achieving this goal by developing and cultivating strong client relationships through personalized financial solutions.Job OverviewWe're seeking a highly motivated and...

  • Financial Operations Associate WI

    3 weeks ago

    Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Accounts Receivable Specialist Job DescriptionJob Summary: As a key member of our finance team, the Accounts Receivable Specialist will be responsible for managing financial transactions by processing daily invoices. This role involves receiving, entering, and coding invoices while collaborating with department managers to collect payments in a timely...

  • Creative Financial Staffing | Cash Application Specialist IL | deerfield, il

    4 weeks ago

    deerfield, United States Creative Financial Staffing Full time

    Cash Applications Specialist ABOUT THE COMPANY: Our client is a leading distribution organization and they are looking to add a Cash Applications Specialist to the Accounting Team. Join a great company who fosters employee morale Hybrid schedule The employees really enjoy working here, and said management is very supportive Cash Applications Specialist...

  • Creative Financial Staffing | Cash Application Specialist IL | deerfield, il

    2 weeks ago

    Deerfield, United States Creative Financial Staffing Full time

    Cash Applications SpecialistABOUT THE COMPANY:Our client is a leading distribution organization and they are looking to add a Cash Applications Specialist to the Accounting Team.Join a great company who fosters employee moraleHybrid scheduleThe employees really enjoy working here, and said management is very supportiveCash Applications Specialist...

  • AP Specialist in Accounts Payable

    3 weeks ago

    Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Explore an exciting opportunity to join our client as an AP Specialist in Wisconsin. Located in Deerfield, this role offers a unique blend of financial expertise and flexibility.About the CompanyWe are a 35-year-old business that prides itself on delivering perfect products and exceptional customer service.Our team values a relaxed and casual atmosphere,...

  • Accounts Receivable Specialist WI

    4 weeks ago

    deerfield, United States Creative Financial Staffing Full time

    Job Title: Accounts Receivable Specialist Company Overview: Join a well-established company with nearly 40 years in the business and a solid revenue of $30-$40 million. Recently acquired by private equity investors, this organization fosters a supportive culture where employees thrive. Job Summary: As an Accounts Receivable Specialist, you will manage...

  • Accounts Receivable Specialist WI

    3 weeks ago

    Deerfield, United States Creative Financial Staffing Full time

    Job Title: Accounts Receivable SpecialistIncrease your chances of an interview by reading the following overview of this role before making an application.Company Overview: Join a well-established company with nearly 40 years in the business and a solid revenue of $30-$40 million. Recently acquired by private equity investors, this organization fosters a...

  • Financial Expert

    2 weeks ago

    Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Tax Manager RoleOur client, a reputable 'Top 100' firm in the industry, seeks an experienced Financial Expert to join their team. As a leading provider of professional services, they prioritize employee engagement, offering opportunities for growth and development, as well as a supportive work environment with flexible scheduling.About the Role:As a...

  • Senior Financial Risk Auditor

    2 weeks ago

    Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Audit Manager Role Overview:Our client, a reputable Top 100 firm in the Chicagoland area, is seeking an experienced Senior Financial Risk Auditor to join their team.This dynamic role offers an excellent opportunity for career growth and professional development, with a focus on delivering high-quality audit services to diverse clients across various...

  • Senior Tax Specialist

    2 weeks ago

    Deerfield, Illinois, United States Creative Financial Staffing Full time

    Unlock your potential as a Senior Tax Specialist at Creative Financial Staffing.About the RoleWe are seeking an experienced Tax Senior to join our team in Tax Advisory. As a key member of our team, you will be responsible for conducting thorough reviews of tax returns, providing valuable insights, and ensuring compliance. Your expertise will help drive...

  • Creative Financial Staffing | Accounts Receivable Specialist WI | deerfield, wi

    4 weeks ago

    Deerfield, WI, United States Creative Financial Staffing Full time

    Job Title: Accounts Receivable Specialist Company Overview: Join a well-established company with nearly 40 years in the business and a solid revenue of $30-$40 million. Recently acquired by private equity investors, this organization fosters a supportive culture where employees thrive. Job Summary: As an Accounts Receivable Specialist, you will manage...

  • Cash Application Specialist IL

    4 weeks ago

    deerfield, United States Creative Financial Staffing Full time

    Cash Applications Specialist ABOUT THE COMPANY: Our client is a leading distribution organization and they are looking to add a Cash Applications Specialist to the Accounting Team. Join a great company who fosters employee morale Hybrid schedule The employees really enjoy working here, and said management is very supportive Cash Applications Specialist...

  • Cash Application Specialist IL

    3 weeks ago

    Deerfield, United States Creative Financial Staffing Full time

    Cash Applications SpecialistReady to make your application Please do read through the description at least once before clicking on Apply.ABOUT THE COMPANY:Our client is a leading distribution organization and they are looking to add a Cash Applications Specialist to the Accounting Team.Join a great company who fosters employee moraleHybrid scheduleThe...

  • Cash Application Specialist IL

    3 weeks ago

    Deerfield, United States Creative Financial Staffing Full time

    Cash Applications SpecialistReady to make your application Please do read through the description at least once before clicking on Apply.ABOUT THE COMPANY:Our client is a leading distribution organization and they are looking to add a Cash Applications Specialist to the Accounting Team.Join a great company who fosters employee moraleHybrid scheduleThe...