Sales and Service Specialist

Fulton Bank • Lewes, DE • 1d ago

This job was posted by https://joblink.delaware.gov : For more information, please see: https://joblink.delaware.gov/jobs/1488317

Overview

This is afull-timecareer opportunity (approximately 40 hours per week) based out of ourLewes, DEfinancial center at34346 Carpenters Way. Must be available to be scheduled aroundbranch operation hours(no Sundays).

Responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Provide customers with a one stop experience to fulfill all of their financial needs from account opening and maintenance to processing transactions. Focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer\'s service experience and achieve their financial goals. Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs.

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

(Customer Relationship Management) 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. Open new accounts, perform customer maintenance requests, assist with operational activities and responsibilities, and maintain 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.

Leverage practical knowledge and understanding of digital solutions

and technology to support customers and solve problems.

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

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