Financial Center Relationship Specialist at Fulton Bank – Virginia Beach, Virginia

Requisition ID: 2025-23107
Category: Retail/Branch Banking - Virginia
# of Openings: 1
Position Type (Portal Searching): Full-Time
Bonney Road
Virginia Beach City
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 Virginia Beach, VA financial center at 4429 Bonney Road. Must be available to be scheduled around branch operation hours (no Sundays).

As a Financial Center Relationship Specialist, incumbents will serve as versatile banking professionals, responsible for delivering a wide range of banking services to both individual customers and small business clients. Incumbents will act as dedicated points of contact for small business clients, providing tailored financial solutions and exceptional service to support the client's growth and success. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.

Responsibilities

• Manage a portfolio of small business customers, serving as their primary point of contact for all banking needs. Build strong relationships with clients to understand their business objectives. This will include having needs-based conversations to identify and provide tailored recommendations for banking products and services that support their growth strategy. Identify opportunities to deepen relationships (cross-sell) and expand the banks small business client base through prospecting, networking and leveraging leads and referrals.
• Drive proactive sales conversations through various channels, both internal and outbound. This involves 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. Use digital tools to proactively demonstrate digital solutions to customers. Identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
• Utilize the CRM (Customer Relationship Management) system to actively promote a variety of banking solutions to enhance the overall service experience for customers. Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and promoting digital solutions. Provide customers with a one stop experience regarding all their financial needs by focusing on customer-centric conversations to deepen relationships and become their trusted advisor.
• Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
• Recognize the demands of this role may vary based on Financial Center traffic and customer needs. Demonstrate adaptability and flexibility in allocating time across different tasks such as engaging in proactive sales conversations, working in the Distributed Work Model, or processing transactions, all while delivering customer satisfaction with every interaction.

Additional Responsibilities

• Provide transactional support for customers on an as needed basis.

Qualifications

EducationHigh School Diploma or equivalent. Specialty: not applicable at this level. (Required)

Associate Degree or the equivalent experience. Specialty: Business or other related. (Preferred)

Experience3 or more years demonstrated sales experience. (Required)

3 or more years customer service experience. (Required)

2 or more years prior banking experience (preferably to include Small Business). (Preferred)

CertificationsNotary Public. (Potentially)

Knowledge, Skills, and Abilities

• Pro-active and result oriented (drive for more) (Required)
• Highly collaborative (with partners, manager and Financial Center teams) (Required)
• Excellent communication skills and ability to have needs-based conversations (Required)
• Desire to serve as a sales/service expert serving Small Business clients in the Financial Center (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.