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Universal Banker - Kennett Square Pennsylvania
Company: Disability Solutions Location: Kennett Square, Pennsylvania
Posted On: 04/20/2024
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 OverviewThis is a full-time career opportunity (approximately 40 hours per week) based out of our Kennett Square financial center in Kennett Square, PA. Must be available to be scheduled around (no Sundays).The Universal Banker is 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 - 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.
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