Financial Solutions Specialist I - PT

First Commonwealth Bank; Westerville (OH); On-site; USD 30,000 - 50,000; Part time

Job summary

Ein etabliertes Finanzinstitut sucht einen engagierten Financial Solutions Specialist I, der bereit ist, in einem dynamischen Umfeld zu arbeiten. In dieser Teilzeitrolle werden Sie die Möglichkeit haben, sowohl persönliche als auch geschäftliche Kunden zu unterstützen, indem Sie ihnen helfen, finanzielle Lösungen zu finden, die ihr Leben verbessern. Sie werden in einem Team arbeiten, das sich leidenschaftlich für Kundenservice und persönliche Entwicklung einsetzt. Ihre Aufgaben umfassen die Sicherstellung der Compliance, den Aufbau von Kundenbeziehungen und die persönliche Weiterentwicklung. Wenn Sie eine Leidenschaft für den Kundenservice haben und in einem sich ständig weiterentwickelnden Bereich arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Mindestens zwei Jahre Erfahrung in einem kundenorientierten Verkaufsumfeld.
• Ausgezeichnete Kommunikationsfähigkeiten und lösungsorientierte Verkaufsfähigkeiten.

Responsibilities

• Schutz der Privatsphäre und Sicherheit der Kunden.
• Aufbau und Pflege von Kundenbeziehungen durch produktive Gespräche.

Skills

Kommunikationsfähigkeiten

Verkaufskompetenz

Kundenservice

Technologische Versiertheit

Beziehungsaufbau

Education

High School Diplom oder gleichwertig

Tools

Microsoft Office

Bankensysteme

Job description

Join to apply for the Financial Solutions Specialist I - PT 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 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 for both employees and customers. You take personal pride in solving problems for your personal and business customers and will own issues from beginning to end, helping 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. Activities include:

• 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
• 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:

• Engaging in productive conversations on inbound calls and at the drive-thru
• Utilizing marketing campaigns to inform customers about our products and promotions
• Asking for referrals and advocating for the Refer-A-Friend program
• Partnering 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. Activities include:

• Conducting service-related outbound calls and achieving call goals
• Identifying partner referrals by asking purposeful questions
• Obtaining unsecured lending certification to uncover non-real estate secured lending opportunities

Personal Development – 10% of your time will focus on engaging in activities that drive growth in both your personal development and your work. Activities include:

• Taking ownership of your development
• Progressing toward completion of Pathways
• Learning BUILD and BUILD 2.0, our sales conversation frameworks
• Becoming a subject matter expert on digital products
• Staying informed with Need2Know and First2Know
• Completing all required trainings timely

Customer Experience – Every day, every customer, every interaction should reflect:

• Living our Mission and Core Values
• Championing our Customer Service Promise: Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity, Obsess with Yes
• Increasing sales effectiveness through outbound calling
• Prompt follow-up and being the single contact for problem resolution
• Following the “One to say YES, two to say NO” rule
• Maintaining high standards of conduct and integrity

Bona Fide Occupational Qualifications

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

Additional Details

• Seniority level: Entry level
• Employment type: Part-time
• Job function: Finance and Sales
• Industries: Banking