Financial Center Representative

3 weeks ago


Rockville Maryland, United States Fulton Bank Full time
Job Summary

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 building strong relationships with our clients.

Key Responsibilities
  • Drive proactive sales conversations through internal and outbound interactions to deepen customer relationships and promote banking solutions.
  • 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.
  • Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
Requirements
  • High School Diploma or equivalent.
  • 2 or more years customer service or sales experience.
Benefits

Fulton Bank offers a comprehensive benefits package to those who qualify, including medical plans, flexible spending account or health savings account, dental and vision insurance, life insurance, 401(k) program with employer match, paid time off programs, disability insurance coverage, and a robust wellness program with financial incentives.



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