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Financial Center Representative

2 months ago

Marlton New Jersey, United States Fulton Bank Full time
About the Role

Fulton Bank is seeking a highly motivated and customer-focused Financial Center Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities
  • Assist clients with teller transactions and provide accurate and timely service.
  • Drive proactive sales and referral conversations through internal and outbound interactions.
  • Advance personal knowledge of sales techniques and utilize the CRM system to foster relationship building conversations with customers.
  • Provide ongoing support to customers regarding products and services, including opening new accounts and performing customer maintenance requests.
  • Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures.
  • 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 of customer service or sales experience.
  • 6 to 12 months of cash handling experience.
What We Offer

Fulton Bank offers a comprehensive benefits package, including medical plans, flexible spending account, dental and vision insurance, life insurance, 401(k) program, paid time off, disability insurance coverage, and a robust wellness program.