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Customer Engagement Specialist

2 months ago

Fairless Hills, Pennsylvania, United States Fulton Financial Corporation Full time

Position Overview

This is a full-time position requiring approximately 40 hours per week. The role is centered around delivering an outstanding customer experience within a financial services environment. Availability for scheduling is required, excluding Sundays.

The Customer Engagement Specialist plays a crucial role in ensuring a superior customer experience by addressing a variety of client needs, from service inquiries to sales opportunities, with enthusiasm and dedication. This position aims to provide clients with a comprehensive solution for their financial requirements, including account management and transaction processing. The focus is on fostering customer-centric dialogues to strengthen relationships and establish trust. Actively promote a diverse range of banking solutions to enhance customer satisfaction and assist them in achieving their financial objectives. The distribution of time spent on various responsibilities will fluctuate based on customer traffic and specific needs.

Key Responsibilities

Accurately assist clients with transaction processing in compliance with established policies and procedures. Initiate proactive sales and referral discussions through both internal and external communications, including outbound calls and effective engagement in the lobby. Enhance personal sales skills and utilize the Customer Relationship Management (CRM) system and other tools to facilitate relationship-building conversations with clients, ensuring a consistent approach to onboarding new customers and expanding existing relationships. Provide continuous support to clients regarding available products and services. Open new accounts, manage customer maintenance requests, assist with operational tasks, and maintain adaptability between sales and transaction processing. Mitigate risk by adhering to relevant regulations and company policies while exercising sound judgment within defined limits. Utilize practical knowledge of digital solutions and technology to assist clients and resolve issues.

Required Qualifications

Education

High School Diploma or equivalent is required.

Experience

A minimum of 1 year of customer service or sales experience is required. Experience in cash handling for 6 to 12 months is preferred.

Additional Responsibilities

This role may encompass other duties as assigned by management. All employees are responsible for understanding and adhering to all company compliance programs, regulations, and policies, ensuring that all compliance training is completed by established deadlines. This includes recognizing and reporting compliance risks that may affect their department.

Compensation Transparency

To enhance transparency for candidates, we disclose base salary ranges in all job postings. Salary ranges are determined based on the position, function, and responsibilities, benchmarked against similar companies in the industry. Compensation will be based on a combination of factors, including the candidate's knowledge, skills, experience, and relevant credentials. Salary may vary by geographic location.

The hourly wage for this position is $24.18.

Benefits Overview

As part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package for eligible employees. This includes medical plans with prescription coverage, flexible spending accounts or health savings accounts, dental and vision insurance, life insurance, a 401(k) plan with employer matching, an Employee Stock Purchase Plan, paid time off including holidays and volunteer time, disability insurance, maternity and parental leave, adoption assistance, educational support, and a robust wellness program with financial incentives. For more information on eligibility for these programs, please visit our website.

Equal Employment Opportunity Statement

Fulton Bank is an equal opportunity employer committed to providing equal employment opportunities for all qualified individuals. We will recruit, hire, train, and promote individuals in all job titles, ensuring that all personnel actions are conducted without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, veteran status, or any other legally protected status.

Sponsorship Statement

Individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank, both currently and in the future.