Financial Solutions Specialist III

2 weeks ago

Louisville, Ohio, United States First Commonwealth Full time
First Commonwealth

Financial Solutions Specialist III

Louisville ,

Ohio

Apply Now


As a First Commonwealth Financial Solutions Specialist III you will live out our Mission to improve the financial lives of our neighbors and their businesses.

You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day.

You have a passion for building relationships, educating, advising and identifying opportunities to equip our customers and employees with financial solutions that will help them achieve Financial Confidence.

You will own issues from beginning to end and keep the Financial Solutions Center running smoothly and efficiently.

In partnership with your Manager, you will help drive consumer sales through consistent and on-going development activities focused on expanding existing customer relationships and engaging new prospects to win both their personal and business related banking relationships.

You will also help your Manager engage and develop the rest of the team by participating in and leading peer to peer coaching and role playing, and help drive your 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 III, your days will be divided into 5 essential job functions:1. Deepen Consumer Relationships - 35% of your time will be spent growing relationships with your existing customer base.

You will do this through the following activities:
a. Stay connected with customers through onboarding and outbound callingb. Achieve assigned outbound calling expectationsc. Generate consistent and meaningful appointments weekly including prospectsd. Identify partner referrals by asking purposeful questionse. Uncover consumer lending opportunities, with an emphasis on real estate secured2.

Grow Consumer Relationships - 35% of your time will be spent establishing and growing consumer relationships through the following activities:a.

Manage your assigned Top 500 customersb. Utilize marketing campaigns to inform customers about our productsc. Ask for referrals and advocate for the Refer-A-Friend programd. Champion line leadership and transition customers to the deske. Use effective research, tools and techniques for prospectingf. Use BUILD and BUILD 2.0 with every account opening3.

Champion Operations and Compliance - 20% of your time will be spent protecting the privacy and security of our customers.


You will do this through the following activities:
a. Have the right conversations around NSF/OD and other fee retentionb. Follow proper cash handling, teller differences and dual control guidelinesc. Complete all required trainings in a timely mannerd. Adhere to all audit guidelinese. Delegate and oversee responsibilities for others to learn our internal controls4.

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:
a. Take ownership of your own developmentb. Practice and perfect your BUILD and BUILD 2.0 skillsc. Develop knowledge of Business Solutionsd. Stay a subject matter expert on our digital productse. Stay informed with Need2Know and First2Knowf. Conduct and participate in peer to peer coaching and role playg. Seek feedback from peers and leaders5.

Customer Experience - every day, every customer, every interaction you will always have the following at the top of your mind:a.

Live our Mission and Core Valuesb.

Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with YesApply here:

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