Universal Banker
Company: Disability Solutions
Location: West Chester
Posted on: April 18, 2024
Job Description:
Value PropositionOur values define us and our inspires us to Our
employees are the heart and soul of our company, and every success
we experience begins with them. Together we are committed to making
a positive impact in our We champion a culture of and We promote a
digitally enabled work environment to continuously enhance the
experience of our OverviewResponsible 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)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.Sponsorship StatementAs a
condition of employment, individuals must be authorized to work in
the United States without sponsorship for a work visa by Fulton
Bank currently or in the future.EEO StatementFulton Bank ("Fulton")
is an equal opportunity employer and is committed to providing
equal employment opportunity for all qualified persons. Fulton will
recruit, hire, train and promote persons in all job titles, and
ensure that all other personnel actions are administered, without
regard to race, color, religion, creed, sexual orientation,
national origin, citizenship, gender, gender identity, age, genetic
information, marital status, disability, covered veteran status, or
any other legally protected status. NMLSThis position may require
incumbent to be registered in the Nationwide Mortgage Licensing
System and Registry. Incumbents who are required to register will
be notified in writing.
Keywords: Disability Solutions, Wilmington , Universal Banker, Other , West Chester, Delaware
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