Personal Financial Coach Jobs in Delaware (NOW HIRING)

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.

This is a full-time career opportunity (approximately 40 hours per week) based out of our Lewes, DE financial center at 34346 Carpenter’s Way.  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.

• 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.

• May serve as a Notary Public for their financial center

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)

3 or more years related business or sales experience. (Required)

1 or more years supervisor or team leader. (Preferred)

• 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)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $24.81 - $41.35.

Additional Compensation Components

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes 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 and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

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.

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.