Financial Solutions Sales & Service Manager

First Commonwealth Bank
State College, PA, US
Full-time

As a First Commonwealth Sales & Service Manager reporting to a Branch Manager Business Banking 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.

In partnership with your Branch Manager Business Banking, you will lead a Financial Solutions Center with effective communication, ongoing coaching and relentless execution on our mission and vision and drive development for your team members.

With a high level of accountability for all aspects of your Center's success, you drive for high-performance results within a competitive and demanding financial solutions sales environment.

You will lead your team to execute a well-defined plan for delivering the entire bank to your community. You will personally 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.

What Great Looks Like in this Role

As an SSM, your days will be divided into 5 essential job functions :

1. Deepen Consumer Relationships 30% 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 30% of your time will be spent establishing and growing consumer relationships through the following activities :

a. Manage your assigned Top 500

b. Ask for referrals from your existing customers, thanking them and following up with them; advocate for the Refer-A-Friend program

c. Utilize marketing campaigns to inform customers about our products

d. Use effective research, tools and techniques for prospecting

e. Champion Line Leadership and lead by example using our BUILD conversation framework

f. Own partner relationships

3. Developing Your Team and Yourself 25% of your time will be spent ensuring that you and your team are engaging in the right activities to drive growth, both in balance sheets and in yourselves.

This will happen by engaging in the following activities :

a. Take ownership of your own development

b. Assist employees with their Pathways progression

c. Provide on-going formal and on the spot coaching

d. Attract, acquire, retain and develop talent

e. Demonstrate and role play with team members regularly

f. Assign individual goals in collaboration with your BMBB

g. Celebrate everyone's accomplishments and successes

4. Manage Operations and Compliance 15% of your time will be spent ensuring your office is a well-oiled machine. You will do this by :

a. Always being dedicated to protecting the privacy and security of our customers

b. Oversee proper completion of all account opening and loan documents, and transaction processing

c. Manage NSF / OD and other fee retention by ensuring the team is having the right conversation

d. Oversee proper cash handling, teller differences and dual control guidelines; managing internal controls;

e. Delegate and oversee responsibilities for others to learn internal controls

5. 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 8 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

1. An associate's degree or equivalent experience.

2. Three (3) or more years of relevant experience in a customer-centric sales environment with a proven track record of leading, exceeding assigned goals, and developing talent.

3. 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.

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

5. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.

nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

6. A valid driver's license and local and / or regional travel required.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

30+ days ago
Related jobs
First Commonwealth Bank
State College, Pennsylvania

As a First Commonwealth Sales & Service Manager reporting to a Branch Manager Business Banking you will live out our Mission to improve the financial lives of our neighbors and their businesses. You have a passion for building relationships, educating, advising and identifying opportunities to e...

First Commonwealth Bank
State College, Pennsylvania

As a First Commonwealth Sales & Service Manager reporting to a Branch Manager Business Banking you will live out our Mission to improve the financial lives of our neighbors and their businesses. You have a passion for building relationships, educating, advising and identifying opportunities to equip...

Promoted
Heartland
Indiana County, PA, US

As a Heartland Relationship Manager - Financial Institutions, you’ll be the charming liaison between our cutting-edge financial tech products and our beloved financial institutions. Sales Representative / Relationship Manager - (Financial Institutions). Stay up-to-date with Heartland’s l...

CHN Choice Hotels International Services
Pennsylvania

Are you a dynamic and results-driven Global Sales Seller? We invite you to apply today for our Global Sales Account Manager role today and. Global Corporate Sales Manager. Global Corporate Sales Manager. Knowledge of sales and research systems including: TravelClick Reporting (optional) & SalesForce...

ThinkTank LLC
State College, Pennsylvania

As a BroadBolt Distributor/Agency - Sales Team Manager, you will lead your team of Broadband Agents dedicated to promoting and enrolling eligible customers into affordable home internet and streaming TV service packages for a leading Fortune 500 company. Develop strategies to attract top sales talen...

Huron
Pennsylvania
Remote

Huron’s industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations. Experienced in thoughtful financial analysis capabilities, includi...

Fulton Financial Corporation
Center Valley, PA, US

Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals. Provide customers with a one stop experience to fulfil...

Promoted
Burns Scalo Real Estate Inc.
COULTERS, PA, US

Advanced proficiency in financial modeling and Excel; ability to interpret complex financial data. Manage reporting for our investment portfolio and support critical financial presentations. Collaborate with the CIO to manage the firm's debt portfolio and financial risk. Work with development, manag...

Promoted
Chris moyer
Boalsburg, Pennsylvania

Angelo’s in Boalsburg, PA is looking for one cashier to join our 16 person strong team. Proven working experience as a cashier or in customer service. ...

Promoted
Dunhams Sports
State College, Pennsylvania

Dunham’s Sports, one of the largest full-line sporting goods chains in the U.Dunham’s Bait & Tackle.Today we have over 240 stores in over 20 Midwest states from Maryland to Nebraska.We'd like to talk with you about joining our team.We're looking for smiling, enthusiastic, spo...