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Fulton Bank
Relationship Banker
Career Insights for Personal Banker
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Scorecard
Based on Pennsylvania data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,428 / year median in Pennsylvania
-2% 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 Mill Street financial center in Danville, PA (Montour County) . Must be available to be scheduled around branch operation hours (no Sundays). The Relationship Banker is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. This role provides customers with a one stop experience to fulfill all their financial needs including account opening, lending, partner sales referrals, maintenance, and transaction processing. Incumbents will 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. Responsible for sales expectations that contribute to the growth and success of the financial center. Responsibilities Drive proactive sales conversations by 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 as well as during transaction processing. Use digital tools to proactively demonstrate digital solutions to customers, with the goal to identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals. 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 to ensure a consistent approach to new customer onboarding and expanding existing relationships. 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. Additional Responsibilities May serve as a Notary Public for their financial center. Qualifications Education High School Diploma or equivalent.