Relationship Banker

Relationship Banker

Full-Time 30000 - 45000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage customers, handle transactions, and promote banking solutions with enthusiasm.
  • Company: Fulton Bank is dedicated to making a positive impact in local communities through its inclusive culture.
  • Benefits: Enjoy flexible work options, comprehensive health plans, 401(k) match, and paid volunteer time.
  • Why this job: Join a supportive team focused on personal growth and community impact while building customer relationships.
  • Qualifications: High school diploma required; 2+ years in customer service or sales preferred.
  • Other info: Potential to serve as a Notary Public and opportunities for continuous learning.

The predicted salary is between 30000 - 45000 £ per year.

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 financial center in Exton, PA (Chester 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. Specialty: not applicable at this level. (Required)

Experience

2 or more years customer service or sales experience. (Required)

Knowledge, Skills, and Abilities

  • Pro-active and result oriented (Preferred)
  • Highly collaborative with Fulton Partners and Financial Center Team Members (Preferred)
  • Excellent communication skills and ability to have needs-based conversations (Preferred)

Other Duties as Assigned by Manager

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.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $19.42 – $30.67.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

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.

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.

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Relationship Banker employer: Fulton Financial

Fulton Bank is an exceptional employer that prioritises the well-being and growth of its employees, fostering a culture of continuous learning and inclusion. Located in Exton, PA, our financial centre offers a supportive work environment where team members can thrive through meaningful customer interactions and proactive sales strategies. With a comprehensive benefits package and a commitment to community impact, we empower our Relationship Bankers to achieve their professional goals while making a positive difference in the lives of our customers.
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Contact Detail:

Fulton Financial Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Relationship Banker

✨Tip Number 1

Familiarise yourself with the financial products and services offered by Fulton Bank. Understanding their offerings will help you engage customers effectively and demonstrate how you can meet their financial needs.

✨Tip Number 2

Practice your communication skills, especially in having needs-based conversations. Role-playing scenarios with friends or family can help you feel more confident when discussing financial solutions with potential customers.

✨Tip Number 3

Get comfortable with digital banking tools and CRM systems. Being tech-savvy will not only enhance your ability to assist customers but also show that you are proactive and adaptable in a digitally enabled work environment.

✨Tip Number 4

Network with current employees or professionals in the banking industry. They can provide insights into the company culture and expectations, which can be invaluable during your interview process.

We think you need these skills to ace Relationship Banker

Customer Service Skills
Sales Techniques
Communication Skills
Relationship Building
Proactive Engagement
Digital Literacy
CRM Proficiency
Problem-Solving Skills
Compliance Knowledge
Team Collaboration
Time Management
Adaptability
Attention to Detail
Financial Product Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant customer service and sales experience. Use specific examples that demonstrate your ability to engage customers and drive sales, as these are key aspects of the Relationship Banker role.

Craft a Compelling Cover Letter: In your cover letter, express your passion for providing exceptional customer experiences. Mention how your skills align with the company's values and culture, particularly in relation to community impact and continuous learning.

Showcase Your Communication Skills: Since excellent communication is crucial for this position, ensure your application reflects your ability to have needs-based conversations. Use clear and concise language, and consider including examples of how you've successfully communicated with customers in the past.

Highlight Digital Proficiency: Given the emphasis on digital solutions in the job description, mention any experience you have with digital tools or CRM systems. This will show that you are well-equipped to support customers and enhance their banking experience.

How to prepare for a job interview at Fulton Financial

✨Show Your Passion for Customer Service

As a Relationship Banker, your role revolves around providing exceptional customer experiences. Be prepared to share specific examples of how you've gone above and beyond for customers in previous roles. This will demonstrate your commitment to service and your ability to build strong relationships.

✨Familiarise Yourself with Digital Banking Solutions

Since the role involves promoting digital solutions, make sure you understand the latest banking technologies and tools. Research the digital offerings of the company and be ready to discuss how you can leverage these tools to enhance customer experiences and drive sales.

✨Prepare for Sales Conversations

The position requires proactive sales engagement, so practice discussing various banking products and services. Think about how you would approach a customer to identify their needs and suggest appropriate solutions. Role-playing these scenarios can help you feel more confident during the interview.

✨Demonstrate Compliance Awareness

Understanding compliance is crucial in the banking sector. Be ready to discuss how you have adhered to regulations in past roles and how you would ensure compliance in this new position. This shows that you take risk management seriously and are aware of the importance of following policies and procedures.

Relationship Banker
Fulton Financial
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  • Relationship Banker

    Full-Time
    30000 - 45000 £ / year (est.)

    Application deadline: 2027-08-04

  • F

    Fulton Financial

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