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Financial Solutions Specialist II

4 weeks ago

Butler, Pennsylvania, United States First Commonwealth Bank Full time
Job Summary

As a Financial Solutions Specialist II at First Commonwealth Bank, you will play a critical role in delivering exceptional customer experiences and driving business growth. This role requires a strong passion for helping others, excellent communication skills, and a proven track record of exceeding sales goals.

Key Responsibilities
  • Champion Operations and Compliance: Protect customer privacy and security, adhere to audit guidelines, and mitigate risk by following FCB policies and procedures.
  • Grow Consumer Relationships: Establish and grow relationships with existing customers, manage top 500 customers, and utilize marketing campaigns to inform customers about products and promotions.
  • Deepen Consumer Relationships: Stay connected with customers through onboarding and outbound calling, generate consistent appointments, and identify partner referrals.
  • Personal Development: Engage in activities that drive growth, both in balance sheets and in yourself, including practicing BUILD and BUILD 2.0 skills, increasing product knowledge, and staying informed with Need2Know and First2Know.
  • Customer Experience: Live the bank's mission and core values, be a champion of the Customer Service Promise, and increase sales effectiveness and efficiency by championing BUILD and conducting consistent outbound calling.

Requirements

  • A high school diploma or equivalent.
  • Three or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals.
  • Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, and ability to excel in a complex and dynamic environment.
  • Technologically savvy, including Microsoft Office, Internet, mobile technology, and bank systems.
  • Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS).
  • A valid driver's license and ability/willingness to travel regionally.