Financial Solutions Specialist III

2 weeks ago

Massillon, United States First Commonwealth Bank Full time

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 - 40% 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 calling

b. Generate consistent and meaningful appointments weekly including prospects

c. Identify partner referrals by asking purposeful questions

d. Uncover consumer lending opportunities, with an emphasis on real estate secured

2. Grow Consumer Relationships - 40% of your time will be spent establishing and growing consumer relationships through the following activities:

a. Manage your assigned Top 500 customers

b. Utilize marketing campaigns to inform customers about our products

c. Ask for referrals and advocate for the Refer-A-Friend program

d. Use effective research, tools and techniques for prospecting

e. Use BUILD and BUILD 2.0 with every account opening

3. Champion Operations and Compliance - 10% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities:

a. Protect the privacy and security of our customers

b. Have the right conversations around NSF/OD and other fee retention

c. Follow proper cash handling, teller differences and dual control guidelines

d. Adhere to all audit guidelines

e. Delegate and oversee responsibilities for others to learn our internal controls

f. Mitigate risk by adhering to FCB policies, procedures and processes.

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:

a. Take ownership of your own development

b. Practice and perfect your BUILD and BUILD 2.0 skills

c. Develop knowledge of Business Products

d. Stay a subject matter expert on our digital products

e. Stay informed with Need2Know and First2Know

f. Conduct and participate in peer to peer coaching and role play

g. Seek feedback from peers and leaders

h. 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:

a. Live our Mission and Core Values

b. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes

c. Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling

d. Promptly follow-through and ensure you are the single contact for problem resolution

e. Follow the "One to say YES, two to say NO" rule

f. 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. Five (5) 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. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

6. A valid driver's license and ability/willingness to travel regionally.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Financial Manager

    4 weeks ago

    Massillon, Ohio, United States Creative Financial Staffing Full time

    Job OverviewWe are seeking a highly skilled Financial Manager to join our team at Creative Financial Staffing. As a key member of our organization, you will be responsible for managing financial data and ensuring the company's financial positions are accurate and up-to-date.The ideal candidate will have 7-10 years of experience in accounting and possess...

  • Executive Financial Planner

    4 weeks ago

    Massillon, Ohio, United States Creative Financial Staffing Full time

    About Creative Financial Staffing">Creative Financial Staffing is a global leader in designing, manufacturing, and selling innovative solutions for consumer goods companies.">As an esteemed member of our team, you will play a pivotal role in driving business success for clients locally and internationally.">Key Responsibilities:">">Compile and analyze...

  • Creative Financial Staffing | Order Management Specialist OH | massillon, oh

    4 weeks ago

    Massillon, United States Creative Financial Staffing Full time

    Order Management Specialist:Our client is looking for a detail-oriented Order Management Specialist to manage the entire order fulfillment process. You will ensure customer orders are processed accurately and delivered on time, working closely with sales, logistics, and customer service teams. Our client offers excellent benefits with no deductible or...

  • Creative Financial Staffing | Order Management Specialist OH | massillon, oh

    1 month ago

    massillon, United States Creative Financial Staffing Full time

    Order Management Specialist:Our client is looking for a detail-oriented Order Management Specialist to manage the entire order fulfillment process. You will ensure customer orders are processed accurately and delivered on time, working closely with sales, logistics, and customer service teams. Our client offers excellent benefits with no deductible or...

  • Part Time Accounts Payable Clerk

    1 month ago

    Massillon, Ohio, United States Creative Financial Staffing Full time

    Creative Financial Staffing is seeking a highly skilled Part Time Accounts Payable Clerk to join our team. As a valued member of our team, you will play a critical role in ensuring the smooth operation of our clients' financial departments.Job OverviewWe are looking for an experienced Accounts Payable Clerk to work on a part-time basis. The ideal candidate...

  • Chief Financial Reporting Specialist

    4 weeks ago

    Massillon, Ohio, United States Crown Cork & Seal USA, Inc. Full time

    Senior Accounting Manager PositionWe are a global leader in the design, manufacture, and sale of packaging products for consumer goods. Our company, Crown Cork & Seal USA, Inc., helps our customers build their brands and connect with consumers worldwide by delivering innovative packaging solutions that offer significant value to brand owners, retailers, and...

  • Part Time Accounts Payable Specialist

    1 month ago

    Massillon, Ohio, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is recruiting a Part Time Accounts Payable Specialist to join their team in Massillon, OH. This role offers an excellent opportunity for a motivated individual to work in a collaborative environment with a dedicated leadership team.Key Responsibilities:Perform high volume, full cycle accounts payable tasks,...

  • Order Management Specialist OH

    1 month ago

    massillon, United States Creative Financial Staffing Full time

    Order Management Specialist:Our client is looking for a detail-oriented Order Management Specialist to manage the entire order fulfillment process. You will ensure customer orders are processed accurately and delivered on time, working closely with sales, logistics, and customer service teams. Our client offers excellent benefits with no deductible or...

  • Accounting Operations Director

    1 week ago

    Massillon, Ohio, United States Creative Financial Staffing Full time

    Senior Accounting ManagerCreative Financial Staffing is a leading provider of financial staffing solutions, and we are seeking a highly skilled Senior Accounting Manager to join our team.The ideal candidate will have a strong background in accounting, with a proven track record of success in managing financial data and ensuring compliance with regulatory...

  • Order Management Coordinator for Massillon OH

    4 weeks ago

    Massillon, Ohio, United States Creative Financial Staffing Full time

    OverviewCreative Financial Staffing is seeking a detail-oriented Order Management Specialist to manage the entire order fulfillment process in Massillon, OH.Salary and BenefitsThe salary range for this role is $19-$24 per hour, depending on experience. This position offers a stable income opportunity with opportunities for growth and development within the...

  • OH Billing Associate

    1 week ago

    Massillon, Ohio, United States Creative Financial Staffing Full time

    About Creative Financial Staffing:We are seeking an experienced Billing Specialist to join our team in Massillon, OH. As a critical component of our operations, this role ensures timely and accurate billing for our clients.Responsibilities:Identify and resolve any billing discrepancies/errors with clients.Preferred Qualifications:A Bachelor's degree is...

  • Financial Manager for Manufacturing Operations

    4 weeks ago

    Massillon, Ohio, United States Crown Cork & Seal USA, Inc. Full time

    About UsCrown Cork & Seal USA, Inc., a subsidiary of Crown Holdings, Inc., is a global leader in the design and manufacture of innovative packaging solutions. With operations spanning 39 countries and over 27,000 employees, we deliver exceptional value to our customers through quality products and best practices.Job Title: Senior Accounting ManagerWe are...

  • Technology Solutions Specialist

    3 weeks ago

    Massillon, Ohio, United States Rea & Associates Full time

    DESCRIPTIONS.2 minified JSON returned: Job SummaryAs a Business Development Manager at Rea & Associates, you will be responsible for driving business growth and expansion through strategic sales efforts.Main ResponsibilitiesSales Leadership: Lead and manage a team of sales professionals to drive business growth and expansion.Customer Engagement: Engage with...

  • Office Administrator

    1 month ago

    Massillon, Ohio, United States Edward Jones Full time

    About the RoleAs a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. You will work closely with a financial advisor to provide exceptional personalized service, ensuring clients feel understood and informed.Key ResponsibilitiesDelivering high-quality customer service to meet...

  • Finance Enrollment Specialist

    2 months ago

    Massillon, United States CommQuest Services Inc Full time

    Finance Enrollment Specialist Real-world impact. Life-changing outcomes. CommQuest Services, Inc. is currently seeking a Full-time Finance Enrollment Specialist for our residential facility. The Financial Enrollment Specialist is responsible for managing and overseeing all financial transactions and services within their site location related to client...

  • Chief Financial Analyst for Global Packaging Leader

    4 weeks ago

    Massillon, Ohio, United States Crown Cork & Seal USA, Inc. Full time

    About Crown Cork & Seal USA, Inc.Crown Holdings, Inc. is a leading manufacturer of packaging products for consumer goods. With operations in 39 countries and over $11 billion in net sales, we are uniquely positioned to deliver innovative solutions to our customers.Job Description:We are seeking a Senior Accounting Manager to join our team. The successful...

  • Creative Financial Staffing | Order Management Specialist OH | massillon, oh

    1 month ago

    Massillon, OH, United States Creative Financial Staffing Full time

    Order Management Specialist:Our client is looking for a detail-oriented Order Management Specialist to manage the entire order fulfillment process. You will ensure customer orders are processed accurately and delivered on time, working closely with sales, logistics, and customer service teams. Our client offers excellent benefits with no deductible or...

  • Asset Protection Specialist

    1 month ago

    Massillon, United States Home Depot Full time

    Home Depot - JobID: F18BD0E12FBF4153AAFE129160CBDE79 [Loss Prevention / Security] As an Asset Protection Specialist at Home Depot, you'll: Prevent financial loss caused by theft and fraud; Support safety and environmental program compliance in your assigned store/multiple stores; Identify incidents of theft and fraud, review CCTV and exception reports,...

  • Financial Management Executive

    4 weeks ago

    Massillon, Ohio, United States Crown Cork & Seal USA, Inc. Full time

    About UsCrown Cork & Seal USA, Inc., a leading global manufacturer of packaging products for consumer goods, is committed to delivering innovative solutions that drive business growth. As a member of our team, you will be part of a dynamic organization with operations in 39 countries and over 27,000 employees worldwide.

  • Resinous Flooring Specialist

    7 days ago

    Massillon, Ohio, United States Florline Group Full time

    Job Overview:We are seeking an experienced Resinous Flooring Specialist to join our team at Florline Group.About the Position:This full-time role involves installing high-quality Industrial Resinous Flooring (Epoxy) coatings, ensuring a smooth surface for coating applications and meeting client expectations.Responsibilities:Floor preparation is key in this...