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Fulton Bank
Financial Center Relationship Specialist
Career Insights for Financial Operations Specialist
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Based on Pennsylvania data
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$58,683 / year median in Pennsylvania
-6% projected decline
Job Description
Value Proposition Our values define us and our culture inspires us to change lives for the better. 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 local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a full-time career opportunity (approximately 40 hours per week) based out of our Plymouth Meeting financial center in Plymouth Meeting, PA, Montgomery County . Must be available to be scheduled around branch operation hours (no Sundays). As a Financial Center Relationship Specialist, incumbents will serve as versatile banking professionals, responsible for delivering a wide range of banking services to both individual customers and small business clients. Incumbents will act as dedicated points of contact for small business clients, providing tailored financial solutions and exceptional service to support the client's growth and success. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs. Responsibilities Manage a portfolio of small business customers, serving as their primary point of contact for all banking needs. Build strong relationships with clients to understand their business objectives. This will include having needs-based conversations to identify and provide tailored recommendations for banking products and services that support their growth strategy. Identify opportunities to deepen relationships (cross-sell) and expand the banks small business client base through prospecting, networking and leveraging leads and referrals. Drive proactive sales conversations through various channels, both internal and outbound. This involves engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby. Use digital tools to proactively demonstrate digital solutions to customers. Identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals. Utilize the CRM (Customer Relationship Management) system to actively promote a variety of banking solutions to enhance the overall service experience for customers. Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and promoting digital solutions. Provide customers with a one stop experience regarding all their financial needs by focusing on customer-centric conversations to deepen relationships and become their trusted advisor. Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits. Recognize the demands of this role may vary based on Financial Center traffic and customer needs. Demonstrate adaptability and flexibility in allocating time across different tasks such as engaging in proactive sales conversations, working in the Distributed Work Model, or processing transactions, all while delivering customer satisfaction with every interaction. Additional Responsibilities Provide transactional support for customers on an as needed basis. Qualifications Education High School Diploma or equivalent.