Financial Solutions Specialist I

First Commonwealth Bank; Derry (Westmoreland County); On-site; USD 42,000 - 60,000; Full time

Job summary

Join a leading bank as a Financial Solutions Specialist I, dedicated to improving financial lives through exceptional customer service and relationship-building. In this entry-level full-time role, you will handle daily operations, protect customer information, and drive financial solutions that enhance client confidence.

Benefits

Quarterly sales and service incentives

Qualifications

• Client-centric sales experience with a proven track record.
• Excellent communication and relationship-building skills.
• Motivated to learn and help others.

Responsibilities

• Protect customer privacy and security while processing transactions.
• Engage in conversations to understand customer needs.
• Develop consumer relationships and follow through problem resolution.

Skills

Communication

Solutions-based sales

Relationship-building

Resourcefulness

Technologically savvy

Education

High school diploma or equivalent

Tools

Microsoft Office

Bank systems

Job description

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Join to apply for the Financial Solutions Specialist I role at First Commonwealth Bank

As a First Commonwealth Financial Solutions Specialist I you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations you will learn to create an amazing experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and help keep the Financial Solutions Center running smoothly and efficiently. You get excited about building relationships and identifying opportunities to equip our customers with financial solutions that will help them achieve Financial Confidence. You are intellectually curious, enjoy engaging customers in conversations to assess their needs, have strong listening skills and are not afraid to ask for your customers’ business. You will work with your Manager on your Pathways progression and personal development, because you know that, as a Financial Solutions Specialist, you can change people’s lives.

As a Financial Solutions Center Specialist you are eligible for quarterly sales & service incentives.

What Great Looks Like in this Role_________________________________

As an FSS I, your days will be divided into 5 essential job functions:

• Champion Operations and Compliance – 80% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities:
• Protect the privacy and the security of our customers
• Process daily transactions and be alert to fraud
• Follow proper cash handling, teller differences and dual control guidelines
• Always maintain proper cash limits including drawer, vault and total FSC limits
• Mitigate risk by adhering to FCB policies, procedures and processes
• Ask questions and seek guidance
• Grow Consumer Relationships – 5% of your time will be spent establishing and growing consumer relationships through the following activities:
• Engage in productive conversations on inbound calls and at the drive thru
• Utilize marketing campaigns to inform customers about our products and promotions
• Ask for referrals and advocate for the Refer-A-Friend program
• Partner with your team to uncover additional needs based sales opportunities
• Deepen Consumer Relationships – 5% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities:
• Conduct service related outbound calls and achieve assigned call goal
• Identify partner referrals by asking purposeful questions
• Obtain unsecured lending certification to uncover non-real estate secured lending opportunities
• Personal Development – 10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities:
• Take ownership of your own development
• Progress toward completion of Pathways
• Learn BUILD and BUILD 2.0, our sales conversation framework
• Become a subject matter expert on our digital products
• Stay informed with Need2Know and First2Know
• Complete all required trainings in a timely manner
• Customer Experience – every day, every customer, every interaction you will always have the following at the top of your mind:
• Live our Mission and Core Values
• Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes
• Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling
• Promptly follow-through and ensure you are the single contact for problem resolution
• Follow the “One to say YES, two to say NO” rule
• Maintain the highest standard of conduct and account integrity for yourself and your team
  
  

Bona Fide Occupational Qualifications___________________________

• A high school diploma or equivalent.
• Two (2) or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service and adhering to operational expectations.
• Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment.
• Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems).
• A valid driver’s license and ability/willingness to travel regionally.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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