Financial Center Representative

5 days ago


Newport News, Virginia, 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 their goals.

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.

Requirements

• High School Diploma or equivalent required.
• 1 or more years of customer service or sales experience required.
• 6 to 12 months of cash handling experience preferred.

What We Offer

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 paid time off programs. We are an equal opportunity employer and are committed to providing equal employment opportunity for all qualified persons. As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

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