Financial Solutions Specialist III

3 weeks ago


Columbus, Ohio, United States First Commonwealth Bank Full time
Job Description

As a Financial Solutions Specialist III at First Commonwealth Bank, you will play a critical role in delivering exceptional customer experiences and driving business growth. Your primary responsibility will be to build and maintain strong relationships with existing customers, while also identifying new opportunities to expand our customer base.

Key Responsibilities:
  • Deepen Consumer Relationships: Spend 40% of your time growing relationships with existing customers through regular communication, appointments, and referrals.
  • Grow Consumer Relationships: Establish and grow consumer relationships through effective marketing campaigns, referrals, and prospecting.
  • Champion Operations and Compliance: Protect customer privacy and security, adhere to audit guidelines, and mitigate risk by following FCB policies and procedures.
  • Personal Development: Engage in activities that drive growth, both in balance sheets and in yourself, through training, coaching, and role-playing.
  • Customer Experience: Live our Mission and Core Values, champion our Customer Service Promise, and maintain the highest standard of conduct and account integrity.
Requirements:
  • A high school diploma or equivalent.
  • Five (5) or more years of relevant experience in a client-centric sales environment.
  • Excellent communications skills, passion for helping others, and ability to excel in a complex and dynamic environment.
  • Technologically savvy, with proficiency in Microsoft Office, Internet, 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.
Equal Opportunity Employer:

First Commonwealth Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. We are committed to providing a work environment that is free from discrimination and harassment.



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