Financial Solutions Specialist I

4 weeks ago


Wilmington, Delaware, United States First Commonwealth Bank Full time

As a Financial Solutions Specialist I at First Commonwealth Bank, you will play a vital role in improving the financial lives of our neighbors and their businesses. Your primary responsibility will be to deliver exceptional customer experiences, ensuring that every interaction is a positive one.

You will be responsible for championing our Customer Service Promise, which is built on the pillars of Putting Customers First, Being Relentless, Inspiring Confidence, Championing Simplicity, and Obsessing with Yes. This means that you will be the face of our organization, and your actions will directly impact our customers' perceptions of us.

As a Financial Solutions Specialist I, you will be expected to work closely with your Manager to develop your skills and knowledge, ensuring that you are equipped to excel in your role. You will also be responsible for staying up-to-date with the latest industry trends and developments, so that you can provide the best possible service to our customers.

Key responsibilities will include:

  • Championing operations and compliance, ensuring that our customers' privacy and security are protected at all times.
  • Growing consumer relationships through productive conversations, marketing campaigns, and referrals.
  • Deepening consumer relationships by staying connected with customers, achieving outbound calling expectations, and identifying partner referrals.
  • Personal development, ensuring that you are engaging in activities that drive growth, both in balance sheets and in yourself.
  • Providing exceptional customer experiences, living our Mission and Core Values, and being a Champion of our Customer Service Promise.

Requirements for this role include:

  • 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 assigned goals, delivering a high level of client service, and adhering to operational expectations.
  • Excellent communications skills, a passion for helping others, motivation to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, and the ability to excel in a complex and dynamic environment.
  • Technological savvy, with proficiency in Microsoft Office, Internet, mobile technology, and bank systems.
  • A valid driver's license and the ability/willingness to travel regionally.


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