Financial Solutions Specialist II

3 weeks ago


Ashtabula, Ohio, United States First Commonwealth Bank Full time
About the Role

We are seeking a highly motivated and results-driven Financial Solutions Specialist II to join our team at First Commonwealth Bank. As a key member of our Financial Solutions Center, you will play a critical role in delivering exceptional customer experiences and driving business growth.

Key Responsibilities
  • Champion Operations and Compliance: Protect the privacy and security of our customers by adhering to all audit guidelines, following proper cash handling procedures, and mitigating risk through FCB policies and procedures.
  • Grow Consumer Relationships: Establish and grow consumer relationships by managing assigned Top 500 customers, utilizing marketing campaigns, and asking for referrals.
  • Deepen Consumer Relationships: Grow relationships with existing customers by staying connected through onboarding and outbound calling, generating consistent appointments, and identifying partner referrals.
  • Personal Development: Engage in activities to drive growth, both in balance sheets and in yourself, by practicing BUILD and BUILD 2.0 skills, increasing product knowledge, and staying informed with Need2Know and First2Know.
  • Customer Experience: Live our Mission and Core Values, be a Champion of our 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 (3) 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, 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 (i.e., Microsoft Office, Internet, mobile technology, 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.
What We Offer

As a Financial Solutions Specialist II at First Commonwealth Bank, you will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional customer experiences and driving business growth. We offer a competitive salary and benefits package, as well as opportunities for professional development and advancement.



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