Client Services Specialist

Fulton Bank is dedicated to making a positive impact in local communities and is seeking a Client Services Specialist to support their Private Bank sales team. This role focuses on providing high-quality customer service, handling service-related issues, and building positive relationships with clients and colleagues. Responsibilities Assists in the delivery of quality client experience by quickly and courteously responding to client needs Collaborates with Fulton Private Bank sales team to research and provide answers to internal/external client inquiries. Communicates solutions either directly or indirectly with clients Participates in projects to improve processes and enhance the client experience Performs a variety of highly skilled administrative duties including but not limited to researching and compiling data and reports, preparing for committee meetings, and processing transfers and invoices for payment Responds to all internal and external emails in a timely manner, handling internal/external client needs with confidentiality, tact, discretion, accuracy and diplomacy Performs administrative functions of the business unit, with confidence, and sound judgment, including filing, copying, scanning, supply ordering, meeting coordinating, answering phones, greeting visitors and scheduling appointments etc Adheres to all compliance/risk procedures and follows corporate and industry protocols Works as a team to provide coverage for multiple areas of Fulton Private Bank Participates in training new employees May be asked to become a Notary May complete professional training and progress toward certifications Skills High School Diploma or equivalent. Specialty general studies 1 or more years administration supporting financial services or sales Proficiency in Microsoft Office applications such as Word, PowerPoint, and Excel Outstanding written and oral communication skills Excellent interpersonal skills Comprehends account agreements Proficient with mathematical computations Ability to manage multiple client situations, needs and inquiries simultaneously Ability to build and maintain good cross-enterprise working relationships Ability to work independently or as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good team member working relationships 3 or more years Financial services experience 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 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 A robust wellness program with financial incentives Company Overview Fulton Bank strive to have a better understanding of your financial goals, are a full-service commercial bank operating 250 branches. It was founded in 1882, and is headquartered in Lancaster, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is https//www.fultonbank.com/. Apply To This Job