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Sales and Service Specialist
Disability Solutions - Philadelphia, PA
posted 2 months ago
About the position
The Sales and Service Specialist role at Fulton Bank is a full-time position focused on delivering exceptional customer service and sales support within the financial center. The specialist will engage with customers to address their financial needs, promote banking solutions, and foster long-term relationships. This position requires flexibility in handling various tasks, including account management and transaction processing, while ensuring compliance with bank policies and regulations.
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.
- 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.
Requirements
- High School Diploma or equivalent (Required).
- 1 or more years customer service or sales experience (Required).
- 6 to 12 months cash handling experience (Preferred).
Benefits
- 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
- Employee Stock Purchase Plan
- Paid time off programs including holiday pay and paid volunteer time
- Disability insurance coverage
- Maternity and parental leave
- Adoption assistance
- Educational assistance
- Robust wellness program with financial incentives
