Workplace Banking Relationship Manager jobs in United States
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Fulton Bank · 1 hour ago

Workplace Banking Relationship Manager

Fulton Bank is dedicated to making a positive impact in local communities, and they are seeking a Workplace Banking Relationship Manager to develop and maintain relationships with commercial customers. The role involves marketing banking products, engaging clients, and delivering customized programs to meet their needs.

BankingFinancial Services
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Responsibilities

Develop and implement plans to market the Fulton Bank Workplace Banking program to specified groups or in general within the community
Engage clients to gain understanding of goals, and objectives, analyze and determine appropriate program elements including in person and remote delivery of the program
Build and maintain knowledge and network of suitable employers within a designated region, engage existing and identified commercial clients via referrals, local businesses, employer groups and community organizations, identify and research workplace banking opportunities
Determine which FFC products and services will meet determined needs, develop comprehensive solution package including product mix, implementation sequence and timing
Engage commercial customer stakeholders to develop and deliver a customized program that meets the individual needs of each commercial customer and their employee base
Deliver programs on site or remotely, including coordination and management of Financial Wellness workshop delivery and presentations to employee groups, by utilizing ongoing touchpoints and client information
Negotiate and finalize terms of agreement with client, ensure integration through engagement with local Financial Center and other applicable internal departments, ensure success of product installation and performance
Maintain appropriate level of engagement with existing customers, monitor product performance and client satisfaction, identify and execute on relationship growth opportunities

Qualification

Banking experienceSales experienceC-Suite engagementFinancial services knowledgeRelationship managementCustomer satisfaction monitoringPresentation skillsNegotiation skills

Required

Bachelor's Degree or the equivalent experience. Specialty: business, finance, or other applicable field
5 or more years banking or financial services
5 or more years sales, including presentations and engagements with C-Suite or senior leadership

Benefits

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
Employee Stock Purchase Plan
Paid time off programs including holiday pay and paid volunteer time
Disability insurance coverage
Maternity and parental leave
Adoption assistance
Educational assistance
Robust wellness program with financial incentives

Company

Fulton Bank

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Fulton Bank strive to have a better understanding of your financial goals, are a full-service commercial bank operating 250 branches.

Funding

Current Stage
Late Stage

Leadership Team

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Mark DeGrandpre
VP, of Life Sciences and Technology
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Atul Malhotra
Chief Risk Officer (CRO)
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Company data provided by crunchbase