Financial Solutions Specialist I

First Commonwealth Bank; New Castle (PA); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Specialist to enhance the financial lives of customers. In this dynamic role, you will champion customer service and compliance while building strong consumer relationships. Your passion for problem-solving and engaging with clients will be key to providing tailored financial solutions. You will have the opportunity to grow personally and professionally, all while making a positive impact in your community. Join a team that values integrity, customer-first service, and personal development, and help customers achieve financial confidence through innovative solutions.

Qualifications

• 2+ years of experience in a client-centric sales environment.
• Excellent communication and problem-solving skills are essential.

Responsibilities

• Protect customer privacy and security while processing transactions.
• Engage customers in conversations to assess their financial needs.
• Take ownership of personal development and progress in sales skills.

Skills

Client-Centric Sales Skills

Communication Skills

Relationship-Building Skills

Problem-Solving Skills

Technologically Savvy

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Bank Systems

Job description

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 employee 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:

1. 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:
1. Protect the privacy and the security of our customers
2. Process daily transactions and be alert to fraud
3. Follow proper cash handling, teller differences and dual control guidelines
4. Always maintain proper cash limits including drawer, vault and total FSC limits
5. Mitigate risk by adhering to FCB policies, procedures and processes
6. Ask questions and seek guidance
2. Grow Consumer Relationships – 5% of your time will be spent establishing and growing consumer relationships through the following activities:
1. Engage in productive conversations on inbound calls and at the drive thru
2. Utilize marketing campaigns to inform customers about our products and promotions
3. Ask for referrals and advocate for the Refer-A-Friend program
4. Partner with your team to uncover additional needs based sales opportunities
3. 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:
1. Conduct service related outbound calls and achieve assigned call goal
2. Identify partner referrals by asking purposeful questions
3. Obtain unsecured lending certification to uncover non-real estate secured lending opportunities
4. 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:
1. Take ownership of your own development
2. Progress toward completion of Pathways
3. Learn BUILD and BUILD 2.0, our sales conversation framework
4. Become a subject matter expert on our digital products
5. Stay informed with Need2Know and First2Know
6. Complete all required trainings in a timely manner
5. Customer Experience – every day, every customer, every interaction you will always have the following at the top of your mind:
1. Live our Mission and Core Values
2. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes
3. Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling
4. Promptly follow-through and ensure you are the single contact for problem resolution
5. Follow the “One to say YES, two to say NO” rule
6. Maintain the highest standard of conduct and account integrity for yourself and your team

Bona Fide Occupational Qualifications

1. A high school diploma or equivalent.
2. 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.
3. 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.
4. Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems).
5. A valid driver’s license and ability/willingness to travel regionally.

Travel Required

Yes. Travel required for training and coverage purposes.

Qualifications

Education

Required

High School or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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