Financial Solutions Specialist III

1 week ago


Indianapolis, Indiana, United States First Commonwealth Bank Full time
About the Role

We are seeking a highly motivated and experienced Financial Solutions Specialist III to join our team at First Commonwealth Bank. As a key member of our Financial Solutions Center, you will play a critical role in delivering exceptional customer experiences and driving business growth.

Key Responsibilities
  1. Deepen Consumer Relationships
  • Stay connected with customers through regular outreach and communication
  • Achieve assigned outbound calling expectations
  • Generate consistent and meaningful appointments with existing and new customers
  • Identify partner referrals and uncover consumer lending opportunities
Grow Consumer Relationships
  • Manage a portfolio of top 500 customers and provide exceptional service
  • Utilize marketing campaigns to inform customers about our products and services
  • Ask for referrals and advocate for our Refer-A-Friend program
  • Champion line leadership and transition customers to the desk
  • Use effective research, tools, and techniques for prospecting and sales
Champion Operations and Compliance
  • Protect the privacy and security of our customers through proper cash handling and audit procedures
  • Complete all required trainings in a timely manner
  • Adhere to all audit guidelines and internal controls
Personal Development
  • Take ownership of your own development and stay up-to-date on industry trends
  • Practice and perfect your sales and service skills
  • Develop knowledge of business solutions and digital products
  • Stay informed with industry news and best practices
Customer Experience
  • Deliver exceptional customer service and experiences every day
  • Live our Mission and Core Values
  • Be a champion of our Customer Service Promise
  • Increase sales effectiveness and efficiency through consistent outbound calling and sales activities
Requirements
  • A high school diploma or equivalent
  • Five or more years of relevant experience in a client-centric sales environment
  • Excellent communications skills and a passion for helping others
  • Technologically savvy with Microsoft Office, Internet, and mobile technology
  • Valid driver's license and ability to travel regionally
  • Registration with the National Mortgage Licensing System & Registry (NMLS)


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