Financial Solutions Specialist III

4 weeks ago

Indiana, United States First Commonwealth Bank Full time

As a First Commonwealth Financial Solutions Specialist III you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. You have a passion for building relationships, educating, advising and identifying opportunities to equip our customers and employees with financial solutions that will help them achieve Financial Confidence. You will own issues from beginning to end and keep the Financial Solutions Center running smoothly and efficiently. In partnership with your Manager, you will help drive consumer sales through consistent and on-going development activities focused on expanding existing customer relationships and engaging new prospects to win both their personal and business related banking relationships. You will also help your Manager engage and develop the rest of the team by participating in and leading peer to peer coaching and role playing, and help drive your personal development, because you know that, as a Financial Solutions Specialist, you can change people’s lives.

As a Financial Solutions Center Specialist you are eligible for quarterly sales & service incentives.

What Great Looks Like in this Role_________________________________

As an FSS III, your days will be divided into essential job functions:

. Deepen Consumer Relationships – % of your time will be spent growing relationships with your existing customer base. You will do this through the following activities:
a. Stay connected with customers through onboarding and outbound calling
b. Achieve assigned outbound calling expectations
c. Generate consistent and meaningful appointments weekly including prospects
d. Identify partner referrals by asking purposeful questions
e. Uncover consumer lending opportunities, with an emphasis on real estate secured

. Grow Consumer Relationships – % of your time will be spent establishing and growing consumer relationships through the following activities:
a. Manage your assigned Top customers
b. Utilize marketing campaigns to inform customers about our products
c. Ask for referrals and advocate for the Refer-A-Friend program
d. Champion line leadership and transition customers to the desk
e. Use effective research, tools and techniques for prospecting
f. Use BUILD and BUILD with every account opening

. Champion Operations and Compliance – % of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities:
a. Have the right conversations around NSF/OD and other fee retention
b. Follow proper cash handling, teller differences and dual control guidelines
c. Complete all required trainings in a timely manner
d. Adhere to all audit guidelines
e. Delegate and oversee responsibilities for others to learn our internal controls

. Personal Development – % of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities:
a. Take ownership of your own development
b. Practice and perfect your BUILD and BUILD skills
c. Develop knowledge of Business Solutions
d. Stay a subject matter expert on our digital products
e. Stay informed with NeedKnow and FirstKnow
f. Conduct and participate in peer to peer coaching and role play
g. Seek feedback from peers and leaders

. Customer Experience – every day, every customer, every interaction you will always have the following at the top of your mind:
a. Live our Mission and Core Values
b. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes
c. Increase the sales effectiveness and efficiency of your team by championing BUILD, the step sales process and conducting consistent outbound calling
d. Promptly follow-through and ensure you are the single contact for problem resolution
e. Follow the “One to say YES, two to say NO” rule
f. Maintain the highest standard of conduct


Bona Fide Occupational Qualifications___________________________

. A high school diploma or equivalent.

. Five 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, ability to excel in a complex and dynamic environment.

. Technologically savvy (, Microsoft Office, Internet, mobile technology, bank systems).

. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website ( provides the MUR questions and registration required for employment in this position.

. A valid driver’s license and ability/willingness to travel regionally.

  • Financial Solutions Specialist III

    4 weeks ago

    Indiana, United States First Commonwealth Bank Full time

    As a First Commonwealth Financial Solutions Specialist III you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. You have a passion for building relationships,...

  • Financial Planning

    2 weeks ago

    Indiana, Pennsylvania, United States Dover Corporation Full time

    Position OverviewLocation: Bhiwadi, RJ, INDover Corporation is a globally recognized leader in product identification and traceability solutions, providing a comprehensive range of innovative systems including inkjet, thermal transfer, laser, and print and apply label technologies.Role SummaryAs a Financial Planning & Analysis Analyst, you will play a...

  • Financial Planning Specialist

    2 weeks ago

    Indiana, Pennsylvania, United States Jobot Full time

    Position Overview:We are seeking a dedicated and detail-oriented Financial Analyst to become a vital part of our team. This role plays a crucial part in our financial planning and strategic decision-making processes. As a Financial Analyst, you will be tasked with delivering financial insights, forecasts, and recommendations that drive our operational and...

  • Financial Planning Specialist

    6 days ago

    Indiana, Pennsylvania, United States Jobot Full time

    Position Overview:We are seeking a dedicated and detail-oriented Financial Analyst to become a vital part of our team. This role plays a crucial part in our financial planning and strategic decision-making processes. As a Financial Analyst, you will be tasked with delivering insightful financial analysis, forecasts, and recommendations that will aid in both...

  • Member Relations Specialist

    6 days ago

    Carmel, Indiana, United States FORUM Credit Union Full time

    Member Relations SpecialistFORUM Credit Union is a member-focused financial institution dedicated to providing exceptional customer service and expert financial advice to our members.As a Member Relations Specialist, you will be a trusted advisor to our members, helping them achieve their financial goals and live their dreams.Key Responsibilities:Perform...

  • Financial Anaylst

    1 month ago

    Indiana, United States Precise Systems (MD) Full time

    As a solutions-based company, Precise Systems is focused on innovation in support of the warfighters and aligning our expertise to deliver the highest quality of service. Powered by our highly skilled workforces, we provide expert consultation on network and weapons systems acquisition programs, maintenance/modernization programs, and sustainment programs...

  • Locum Physician

    1 week ago

    Indiana, United States All Star Healthcare Solutions Full time

    All Star Healthcare Solutions is contracted with a facility in Indiana seeking a Cardiothoracic Surgeon for locums coverage. Job details include: Coverage starts Monday December 23 7:30-5p orientation & call Dec 24 (7a) – Monday Dec 30 (7a). EMR: Epic Level III Trauma IN License or IMLC BC/BE All Star Healthcare Solutions benefits Competitive pay...

  • Production Assembler III

    2 weeks ago

    Indiana, Pennsylvania, United States dormakaba International Holding AG Full time

    POSITION SUMMARYAt dormakaba, we are dedicated to creating secure and efficient environments. As a prominent global leader in access solutions for various sectors, including education, finance, transportation, and healthcare, we facilitate seamless movement within safe and sustainable spaces.ROLE OVERVIEWWe are currently seeking a First Shift (6AM –...

  • Senior Financial Accountant

    6 days ago

    Indianapolis, Indiana, United States TA Dispatch Full time

    Job OverviewAs a Senior Financial Accountant at TA Dispatch, you will play a crucial role in the financial operations of our organization. Reporting directly to the Assistant Controller, you will be instrumental in managing month-end, quarter-end, and year-end closing activities. Key Responsibilities1. Prepare and review monthly journal entries and account...

  • Locum Physician

    6 hours ago

    Indiana, United States All Star Healthcare Solutions Full time

    All Star Healthcare Solutions is contracted with a facility in Indiana seeking a Cardiothoracic Surgeon for locums coverage. Job details include: Coverage starts asap - specific blocks EMR: Epic Level III Trauma IN License or IMLC BC/BE All Star Healthcare Solutions benefits Competitive pay Malpractice coverage Full-service agency Paid and...

  • Senior Financial Analyst

    2 weeks ago

    Indiana, Pennsylvania, United States Jobot Full time

    Job Overview:We are seeking a dedicated and detail-oriented Financial Analyst to join our team. This position plays a crucial role in our financial planning and decision-making processes. As a Financial Analyst, you will provide in-depth financial analysis, forecasts, and strategic recommendations to support our operational and strategic initiatives.About...

  • Locum Physician

    4 weeks ago

    Indiana, United States All Star Healthcare Solutions Full time

    All Star Healthcare Solutions is seeking an Laborist for locum coverage in Indiana. Board Certified/ BE within 5 years of residency - Required (Must be ABMS/AOA) 12 or 24 hour shifts, but the need is for 24 hour coverage. NICU Level: Level III Neonatal Intensive Care Unit NRP, PALS, and NCC in Fetal Heart Monitoring - Required Active IN license ...

  • Locum Physician

    2 months ago

    Indiana, United States All Star Healthcare Solutions Full time

    Description: All-Star Healthcare Solutions is seeking an Emergency Medicine Physician to assist with locums coverage in IN Start as soon as Credentialed BC in ABEM or AOBEM 24,000 annual visits 17-Bed ED, all private Level III Trauma Center 24-hours of physician coverage daily; 12-hour shifts 20-hours APP coverage daily; 9 & 11-hour shifts ...

  • Financial Planning Analyst

    2 weeks ago

    Indiana, Pennsylvania, United States Precise Systems (MD) Full time

    At Precise Systems, we pride ourselves on being a solutions-oriented organization dedicated to innovation that supports our military personnel, ensuring we deliver exceptional service quality. Our team, comprised of highly skilled professionals, offers expert guidance on network and weapon systems acquisition, maintenance and modernization initiatives, and...

  • Trailer Maintenance Specialist

    2 weeks ago

    Clayton, Indiana, United States Amerit Fleet Solutions Full time

    Position Overview:Amerit Fleet Solutions, a prominent provider of fleet maintenance services in the United States, is seeking a qualified Trailer Maintenance Specialist. The primary responsibility of the Trailer Maintenance Specialist is to conduct timely repairs and maintenance on trailers, ensuring safe and efficient operations. The Specialist must possess...

  • Financial Management Analyst

    1 week ago

    Indiana, Pennsylvania, United States Nomura Holdings Full time

    Company Overview:Nomura Holdings is a prominent financial services organization with a robust presence across Asia and a global network that spans over 30 countries. By bridging markets between East and West, Nomura caters to the diverse needs of individuals, institutions, corporations, and governments through its three primary business segments: Retail,...

  • Vice President of Student Financial Services

    2 weeks ago

    Indiana, Pennsylvania, United States Marquette University Clg-Nurse Full time

    Position Title: Vice President of Student Financial ServicesPosition Overview: If you are looking for a meaningful opportunity in your career, consider the Vice President role at Marquette University. This position is pivotal in shaping the financial landscape for students, ensuring access to transformative education grounded in our Catholic, Jesuit...

  • Real Estate Financial Specialist

    2 weeks ago

    Indianapolis, Indiana, United States CYM Living LLC Full time

    CYM Living - Where Caring Meets InnovationWe are a national real estate firm dedicated to enhancing the living experience of our residents while fostering a culture of community and internal growth.As a vertically integrated organization, we prioritize operational excellence by employing a hands-on strategy in real estate investment and property management....

  • Insurance Sales Producer

    2 months ago

    Indiana, United States Duncan Financial Group Full time

    About Duncan Financial GroupHeadquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know...

  • Insurance Sales Producer

    2 months ago

    Indiana, United States Duncan Financial Group Full time

    Job DescriptionJob DescriptionAbout Duncan Financial Group Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community...