Margaret Rhoads Email & Phone Number

Chester Springs, Pa

Chester Springs, Pa

United States

Assist clients with teller transactions accurately and in accordance with bank policy and procedure.Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.Advance personal knowledge of sales techniques and utilized the CRM (Customer Relationship Management) system and other resources to foster relationship-building conversations with customers, and ensure a consistent approach to new customer on-boarding and expanding existing relationships.Provide ongoing support to customers regarding products and services, such as opening new accounts, performing customer maintenance requests, assisting with operational activities and responsibilities, and maintaining flexibility between performing sales and teller transactions.Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgement within established limits.Leveraging practical knowledge and understanding of digital solutions and technology to support customers and solve problems.Completing quarterly workplace training modules such as: spotting/identifying and preventing fraudulent and suspicious activity, banking industry regulations, and etc.

Exton, Pennsylvania, United States

Pennsylvania, United States