Financial Solutions Specialist I

First Commonwealth Bank; Greensburg (Westmoreland County); On-site; USD 35,000 - 55,000; Full time

Job summary

Ein etabliertes Finanzinstitut sucht einen engagierten Financial Solutions Specialist, der sich der Verbesserung der finanziellen Lebensqualität der Kunden widmet. In dieser Rolle sind Sie für den Aufbau von Beziehungen, die Identifizierung von finanziellen Lösungen und die Gewährleistung eines hervorragenden Kundenservice verantwortlich. Ihre Aufgaben umfassen die Bearbeitung von Transaktionen, die Einhaltung von Sicherheitsrichtlinien und die Förderung von Verkaufschancen. Wenn Sie eine Leidenschaft für den Kundenservice haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• 2+ Jahre relevante Erfahrung im kundenorientierten Verkauf.
• Ausgezeichnete Kommunikations- und Beziehungsfähigkeiten.

Responsibilities

• Schutz der Kundendaten und Durchführung von Transaktionen.
• Aufbau und Pflege von Kundenbeziehungen durch aktives Engagement.

Skills

Kundenservice

Verkauf

Beziehungsaufbau

Kommunikationsfähigkeiten

Technologische Kompetenz

Education

High School Diploma oder gleichwertig

Tools

Microsoft Office

Bankensysteme

Job description

East Hills - Greensburg
750 East Pittsburgh Street
Greensburg, PA 15601, USA

As a First Commonwealth Financial Solutions Specialist I, you will embody our mission to improve the financial lives of our neighbors and their businesses. You will focus on delivering excellent customer service, understanding the importance of the customer experience, and contributing to the smooth operation of the Financial Solutions Center. Your role involves building relationships, identifying financial solutions for customers, and owning issues from start to finish.

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

Key Responsibilities

1. Champion Operations and Compliance (80%)

• Protect customer privacy and security
• Process transactions and monitor for fraud
• Follow cash handling and control procedures
• Maintain cash limits and mitigate risk according to policies
• Ask questions and seek guidance as needed

Grow Consumer Relationships (5%)

• Engage in conversations via inbound calls and drive-thru
• Utilize marketing campaigns and ask for referrals
• Partner with team to uncover sales opportunities

Deepen Consumer Relationships (5%)

• Conduct outbound service calls
• Identify referral opportunities
• Obtain unsecured lending certification to explore additional lending opportunities

Personal Development (10%)

• Take ownership of your growth
• Progress through Pathways
• Learn sales frameworks and digital products
• Complete required training

Customer Experience

• Live our Mission and Core Values
• Champion our Customer Service Promise
• Increase team sales effectiveness
• Ensure problem resolution and follow-up
• Maintain high standards of conduct and integrity

Bona Fide Occupational Qualifications

• High school diploma or equivalent
• 2+ years relevant client-centric sales experience with a proven track record
• Excellent communication, relationship-building, and solutions sales skills
• Technologically proficient (Microsoft Office, internet, bank systems)
• Valid driver’s license and willingness to travel regionally

Additional Requirements

Travel Required: Yes, for training and coverage purposes.

Qualifications:

• High School or higher education

Experience & Certifications:

• Relevant experience in sales and client service

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Applicants will be informed of their rights under federal employment laws.