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Financial Solutions Specialist III

Financial Solutions Specialist III

USA JobsMassillon, OH, US
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First Commonwealth Financial Solutions Specialist III

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 employee 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 ongoing 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 five essential job functions :

Deepen Consumer Relationships

40% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities :

  • Stay connected with customers through onboarding and outbound calling
  • Generate consistent and meaningful appointments weekly including prospects
  • Identify partner referrals by asking purposeful questions
  • Uncover consumer lending opportunities, with an emphasis on real estate secured

Grow Consumer Relationships

40% of your time will be spent establishing and growing consumer relationships through the following activities :

  • Manage your assigned top 500 customers
  • Utilize marketing campaigns to inform customers about our products
  • Ask for referrals and advocate for the refer-a-friend program
  • Use effective research, tools and techniques for prospecting
  • Use BUILD and BUILD 2.0 with every account opening

    • Champion Operations and Compliance

    10% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities :

  • Protect the privacy and security of our customers
  • Have the right conversations around NSF / OD and other fee retention
  • Follow proper cash handling, teller differences and dual control guidelines
  • Adhere to all audit guidelines
  • Delegate and oversee responsibilities for others to learn our internal controls
  • Mitigate risk by adhering to FCB policies, procedures and processes

    • Personal Development

    10% 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 :

  • Take ownership of your own development
  • Practice and perfect your BUILD and BUILD 2.0 skills
  • Develop knowledge of business products
  • Stay a subject matter expert on our digital products
  • Stay informed with Need2Know and First2Know
  • Conduct and participate in peer to peer coaching and role play
  • Seek feedback from peers and leaders
  • Complete all required trainings in a timely manner

    • Customer experience - every day, every customer, every interaction you will always have the following at the top of your mind :

  • Live our mission and core values
  • Be a champion
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    Financial Specialist • Massillon, OH, US