Financial Center Representative

21 hours ago


Ocean View, Delaware, United States Disability Solutions Full time
Job Summary

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 comprehensive benefits package, including medical plans with prescription drug coverage, flexible spending account or health savings account, dental and vision insurance, life insurance, 401(k) program with employer match, and paid time off programs, including holiday pay and paid volunteer time.

Equal Employment Opportunity

Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. We 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.

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