Financial Center Supervisor at Fulton Bank – Doylestown, Pennsylvania
About This Position
Category: Retail/Branch Banking - Pennsylvania
# of Openings: 1
Position Type (Portal Searching): Full-Time
Doylestown
Bucks
FLSA Status: Non-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 Doylestown, PA financial center in Bucks 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. Focus on customer-centric conversations to deepen relationships and be a trusted advisor. Be a role model and leader in the center. Oversee financial center operations while adhering to all compliance and risk policies and procedures. Coach and mentor team members to ensure team and individual goals are achieved.
Responsibilities
- Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes.
- Maintaining sound risk and compliance practices by ensuring the financial center operates within the parameters of applicable regulations and company policies. Play a key role in managing risk by ensuring the team's adherence to regulatory standards while exercising sound judgment within established parameters.
- 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. Advance personal knowledge of sales techniques while developing team members to have the same CRM knowledge, usage, and adoption.
- Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team. This includes participating in the selection of top talent, facilitating seamless onboarding, providing ongoing coaching, and managing performance to achieve optimal results.
- Actively participate in off-site networking events and community initiatives that will bolster our brand presence and strengthen ties within the local community, driving business growth opportunities.
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)
Bachelor's Degree or the equivalent experience. Specialty: Business or other applicable. (Preferred)
Experience3 or more years related business or sales experience. (Required)
1 or more years supervisor or team leader. (Preferred)
Knowledge, Skills, and Abilities- Proactive and result oriented (Required)
- Highly collaborative with Fulton partners and other team members (Required)
- Excellent communication skills and ability to have needs-based conversations (Required)
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.
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.