Financial Solutions Specialist
6 days ago
We are seeking a highly motivated and customer-focused Financial Solutions Specialist to join our team at First Commonwealth Bank. As a Financial Solutions Specialist, you will play a critical role in delivering exceptional customer experiences and driving business growth.
Key Responsibilities- Champion Operations and Compliance
- Process daily transactions with accuracy and efficiency
- Ensure the privacy and security of our customers' information
- Follow proper cash handling and dual control guidelines
- Maintain proper cash limits and complete required trainings
- Grow Consumer Relationships
- Engage in productive conversations with customers to understand their needs
- Utilize marketing campaigns to inform customers about our products and services
- Ask for referrals and advocate for our Refer-A-Friend program
- Partner with your team to uncover additional needs-based sales opportunities
- Deepen Consumer Relationships
- Stay connected with customers through onboarding and outbound calling
- Achieve assigned outbound calling expectations
- Identify partner referrals by asking purposeful questions
- Uncover non-real estate secured lending opportunities
- Personal Development
- Take ownership of your own development and growth
- Progress toward completion of our Pathways program
- Learn our sales conversation framework, BUILD and BUILD 2.0
- Become a subject matter expert on our digital products
- Stay informed with our Need2Know and First2Know programs
- Customer Experience
- Live our Mission and Core Values every day
- Be a Champion of our Customer Service Promise
- Increase the sales effectiveness and efficiency of your team
- Promptly follow-through and ensure problem resolution
- Maintain the highest standard of conduct
- A high school diploma or equivalent
- Two or more years of relevant experience in a client-centric sales environment
- Excellent communications skills and a passion for helping others
- Motivated to learn and solutions-based sales skills
- Professionalism, resourcefulness, and exceptional relationship-building skills
- Technologically savvy, with experience in Microsoft Office, Internet, and mobile technology
- A valid driver's license and ability to travel regionally
First Commonwealth Bank is an Equal Opportunity Employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.
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