Full Time Sales and Service Specialist
Company: Disability Solutions
Posted on: September 13, 2023
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 OverviewExton Financial Center in Exton PA.
Full-time position, approx. 40 hours/week, with days and hours
varying based on branch need. Must be available to be scheduled
around branch operation hours.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
- 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.QualificationsEducation High School Diploma or equivalent.
(Required) Experience 1 or more years customer service or sales
experience. (Required)6 to 12 months cash handling experience.
(Preferred)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.
Keywords: Disability Solutions, Lower Merion , Full Time Sales and Service Specialist, Sales , Exton, Pennsylvania
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