Financial Solutions Specialist I

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

Job summary

Ein etabliertes Finanzinstitut sucht einen motivierten Financial Solutions Specialist, der die Mission verfolgt, das finanzielle Leben der Kunden zu verbessern. In dieser Rolle sind Sie der erste Ansprechpartner für Kunden und helfen ihnen, ihre finanziellen Bedürfnisse zu verstehen. Sie werden in einem dynamischen Umfeld arbeiten, in dem Ihre Fähigkeiten im Kundenservice und Verkauf geschätzt werden. Wenn Sie leidenschaftlich daran interessiert sind, Menschen zu helfen und ihr Vertrauen in finanzielle Lösungen zu stärken, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Mindestens 2 Jahre Erfahrung im kundenorientierten Vertrieb.
• Ausgezeichnete Kommunikations- und Beziehungsfähigkeiten.

Responsibilities

• Verantwortlich für den Kundenservice und die Einhaltung von Vorschriften.
• Aufbau und Pflege von Kundenbeziehungen zur Förderung des Verkaufs.

Skills

Kundenservice

Verkaufskompetenz

Beziehungsaufbau

Technologische Kompetenz

Education

High School Diploma

Tools

Microsoft Office

Bankensysteme

Job description

Somerset
2040 North Center Avenue
Somerset, PA 15501, 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 and creating positive experiences for both employees and customers in the Financial Solutions Center. Your role involves solving problems for personal and business customers, managing issues from start to finish, and ensuring the center operates smoothly. Building relationships and identifying opportunities to provide financial solutions that help customers achieve financial confidence are key. You are curious, attentive, and proactive in engaging customers to assess their needs and secure their business. You will work with your manager on your personal development and pathway progression, understanding that your role can significantly impact people's lives.

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

What Success Looks Like in This Role

As an FSS I, your daily activities will be divided into five core functions:

1. Champion Operations and Compliance (80%)

• Protect customer privacy and security
• Process transactions and monitor for fraud
• Follow cash handling and dual control guidelines
• Maintain cash limits and mitigate risks according to policies
• Ask questions and seek guidance when needed

1. Grow Consumer Relationships (5%)

• Engage in productive conversations via inbound calls and drive-thru
• Inform customers about products and promotions
• Ask for referrals and promote the Refer-A-Friend program
• Partner with team members to uncover additional needs

1. Deepen Consumer Relationships (5%)

• Conduct outbound service calls and meet call goals
• Ask purposeful questions to identify referral opportunities
• Obtain unsecured lending certification to explore non-real estate lending opportunities

1. Personal Development (10%)

• Own your development and progress through Pathways
• Learn sales frameworks like BUILD and BUILD 2.0
• Become proficient in digital products and stay informed with internal updates
• Complete required training promptly

1. Customer Experience

• Live our Mission and Core Values daily
• Champion our Customer Service Promise: Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity, Obsess with Yes
• Enhance team sales effectiveness through outbound calling
• Ensure prompt problem resolution as the single point of contact
• Follow the "One to say YES, two to say NO" rule
• Uphold high standards of conduct and integrity

Bona Fide Occupational Qualifications

• High school diploma or equivalent
• At least 2 years of client-centric sales experience with a proven track record of exceeding goals and providing high-level client service
• Excellent communication, relationship-building, and solutions sales skills; professional and resourceful
• Technologically proficient (Microsoft Office, internet, mobile tech, bank systems)
• Valid driver’s license and willingness to travel regionally

Travel Required

Yes, regionally

Qualifications

Skills

Behaviors

Motivations

Education

Required

High School diploma or higher

Experience

Licenses & Certifications

This employer is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. All applicants will be notified of their rights under federal employment laws. For more information, review the "Know Your Rights" notice from the Department of Labor.