Financial Center Representative
4 days ago
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Center Representative. In this role, you will be responsible for providing exceptional customer service and sales support to our clients. You will work closely with our customers to understand their financial needs and provide personalized solutions to meet those needs.
Key Responsibilities
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 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, including opening new accounts, performing customer maintenance requests, assisting with operational activities and responsibilities, and maintaining 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.
Requirements
High School Diploma or equivalent.
1 or more years customer service or sales experience.
6 to 12 months cash handling experience.
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.
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