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Sales and Service Specialist
Fulton Bank, N.A. Rockville, MD
$62k-79k (estimate)
Full Time 4 Months Ago
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Fulton Bank, N.A. is Hiring a Sales and Service Specialist Near Rockville, MD

Sales and Service Specialist
Job LocationsUS-MD-Rockville
Requisition ID2023-19768Location NameRockvilleCountyMontgomeryCategoryRetail/Branch Banking - MarylandPosition Type (Portal Searching)Full-TimeFLSA StatusNon-Exempt
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 Rockville financial center in Rockville, MD (Montgomery County). Must be available to be scheduled around branch operation hours (no Sundays).

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 transactions.
  • 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.
Qualifications
Education

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 Statement

As 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 Statement
Fulton 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.

Job Summary

JOB TYPE

Full Time

SALARY

$62k-79k (estimate)

POST DATE

12/11/2023

EXPIRATION DATE

05/30/2024

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The job skills required for Sales and Service Specialist include Customer Service, CRM, Building Relationships, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales and Service Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales and Service Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Sales and Service Specialist positions, which can be used as a reference in future career path planning. As a Sales and Service Specialist, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales and Service Specialist. You can explore the career advancement for a Sales and Service Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Sales and Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales and Service Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Sales and Service Specialist job description and responsibilities

Develop and maintain close professional relations with branch and potential customers to attain team sales goals.

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Resolve complex service problems or refer apt associate to guarantee client satisfaction plus retention.

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Prepare summary of sales performance against established objectives.

02/19/2022: Greenville, SC

A sales and service specialist assists clients through each step of the sales process, helping them resolve any concerns or questions they may have while processing, tracking and shipping orders efficiently.

01/26/2022: Modesto, CA

A sales and service specialist performs administrative tasks to support the sales team and help them to gain and keep customers.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Sales and Service Specialist jobs

Earn a high school diploma or GED.

02/16/2022: Killeen, TX

Pursue sales related certification and training.

02/27/2022: Fayetteville, AR

For starters, apply for jobs as a sales associate or any sales related entry level jobs to gain experience.

01/30/2022: Tacoma, WA

Practice and develop how to communicate clearly with customers.

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Practice or gain hands on experience with various customer relationship management (CRM) software.

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Step 3: View the best colleges and universities for Sales and Service Specialist.

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