Financial Solutions Specialist III

First Commonwealth Bank • Du Bois, PA • 17h ago

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 5 essential job functions: 1. Deepen Consumer Relationships - 35% 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 2. Grow Consumer Relationships - 35% of your time will be spent establishing and growing consumer relationships through the following activities: a. Manage your assigned Top 500 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 2.0 with every account opening 3.

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