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Universal Banker

Company: Fulton Bank
Location: Rockville
Posted on: September 21, 2022

Job Description:

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 Drive proactive sales conversations through internal and outbound interactions including outbound calling, inbound contact center calls, appointment setting, and effective lobby engagement. 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. Proficient in identifying consumer and small business lending opportunities and partnering with centralized lending group to ensure successful customer outcomes. Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits. Provide ongoing support to customers regarding products and services. Perform customer maintenance requests, process teller transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions. Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.QualificationsEducationHigh School Diploma or equivalent. (Required)Experience2 or more years customer service or sales experience. (Required)Req 17773Job Type: Full-timeBenefits: 401(k) Dental insurance Employee assistance program Health insurance Paid time off Referral programSchedule: 8 hour shift Monday to Friday Weekend availabilityWork Location: One location

Keywords: Fulton Bank, Rockville , Universal Banker, Other , Rockville, Maryland

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