Universal Banker
Fulton Bank
- Kennett Square, PA
- Permanent
- Full-time
- 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.