Current jobs related to Universal Banker - FeastervilleTrevose PA USA - Fulton Bank

  • Universal Banker

    3 months ago

    Feasterville-Trevose, 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...

  • Universal Banker

    4 weeks ago

    West Hollywood, CA , USA, United States Citigroup Inc Full time

    Job Summary: We are seeking a highly skilled and customer-focused Universal Banker to join our team at Citigroup Inc. As a Universal Banker, you will be responsible for providing exceptional service delivery to our internal and external customers, executing all service transactions, and sales referral routines to deepen client relationships.Key...

  • Universal Banker II Part Time

    4 weeks ago

    Green Village, NJ , USA, United States Peapack-Gladstone Bank Full time

    Job Title: Universal Banker II Part TimeAt Peapack-Gladstone Bank, we're committed to providing exceptional service to our clients. As a Universal Banker II Part Time, you'll play a critical role in delivering this experience by managing the full client journey efficiently.Key Responsibilities:Provide exceptional service to existing and potential clients,...

  • Part-time Universal Banker

    4 weeks ago

    Washington, DC , USA, United States Citigroup Inc Full time

    Job Summary:The Universal Banker is a key role within Citigroup Inc, responsible for delivering exceptional customer service and sales support to internal and external clients. This position requires a strong focus on customer relationships, product knowledge, and sales skills.Key Responsibilities:Provide exceptional customer service and sales support to...

  • Business Relationship Manager

    4 weeks ago

    Pittsburgh, PA , USA, United States PNC Full time

    Job DescriptionAs a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in Southwest Pennsylvania. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million.Key Responsibilities:Handles relationship management activities with new and/or existing clients in...

  • Senior Financial Service Representative

    3 weeks ago

    Lansdale, PA, United States Citadel Federal Credit Union Full time

    FunctionInterested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a...

  • Senior Financial Service Representative

    3 weeks ago

    Kennett Square, PA, United States Citadel Federal Credit Union Full time

    FunctionIs this your next job Read the full description below to find out, and do not hesitate to make an application.Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer...

  • Financial Services Professional

    4 weeks ago

    Greensboro, NC , USA, United States First Horizon Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team at First Horizon. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them...

Universal Banker

1 month ago

FeastervilleTrevose PA USA, United States Fulton Bank Full time
Job Title: Universal Banker

Fulton Bank is seeking a highly motivated and customer-focused Universal Banker to join our team. As a Universal Banker, you will be responsible for providing exceptional customer service and sales support to our customers.

Key Responsibilities:
  • Drive proactive sales conversations through internal and outbound interactions, including outbound calling, inbound contact center calls, appointment setting, and effective lobby engagement.
  • 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.
  • Identify consumer and small business lending opportunities and partner with centralized lending group to ensure successful customer outcomes.
  • Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
  • Provide ongoing support to customers regarding products and services, perform customer maintenance requests, process teller transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
Requirements:
  • High School Diploma or equivalent.
  • 2 or more years of customer service or sales experience.
What We Offer:
  • A comprehensive benefits package, including medical plans, flexible spending account, dental and vision insurance, life insurance, 401(k) program with employer match, and employee stock purchase plan.
  • A robust wellness program with financial incentives.
  • Opportunities for professional growth and development.