Financial Solutions Specialist III
1 week ago
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- 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
- 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
- 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
- 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
- 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
- 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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Financial Solutions Specialist III
3 days ago
Indianapolis, Indiana, United States First Commonwealth Bank Full timeAbout the RoleWe 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 ResponsibilitiesDeepen Consumer RelationshipsStay...
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