Financial Solutions Specialist I

24 hours ago


State College, Pennsylvania, United States First Commonwealth Bank Full time

Job Summary

As a Financial Solutions Specialist I at First Commonwealth Bank, you will play a critical role in delivering exceptional customer experiences and driving business growth. You will be responsible for building and maintaining strong relationships with customers, identifying their financial needs, and providing tailored solutions to meet those needs.

Key Responsibilities

  • Champion Operations and Compliance
    • Process daily transactions with accuracy and efficiency
    • Engage in conversations with customers to assess their needs and provide solutions
    • Follow proper cash handling and security procedures
    • 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 bank products and services
    • Ask for referrals and advocate for the Refer-A-Friend program
    • Partner with the team to uncover additional sales opportunities
  • Deepen Consumer Relationships
    • Stay connected with customers through regular communication and outreach
    • Achieve assigned outbound calling expectations
    • Identify partner referrals and uncover non-real estate secured lending opportunities
  • Personal Development
    • Take ownership of your own development and growth
    • Progress toward completion of Pathways
    • Learn and apply the BUILD sales conversation framework
    • Become a subject matter expert on digital products and services
  • Customer Experience
    • Live the bank's Mission and Core Values
    • Be a champion of the Customer Service Promise
    • Increase sales effectiveness and efficiency by championing the BUILD process
    • Maintain the highest standard of conduct and professionalism

Requirements

  • A high school diploma or equivalent
  • Two or more years of relevant experience in a client-centric sales environment
  • Excellent communication and relationship-building skills
  • Technological savvy and ability to learn new systems
  • A valid driver's license and willingness to travel regionally

Equal Opportunity Employer

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 where all employees can thrive.



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