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Banking Relationship Manager
3 weeks ago
- Drive proactive sales conversations by engaging in outbound campaign calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby as well as during transaction processing.
- Advance personal knowledge of sales techniques and utilize the CRM system and other resources to foster relationship-building conversations with customers and 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.
May serve as a Notary Public for their financial center.