Financial Solutions Specialist I - Powell, United States - First Commonwealth Bank

First Commonwealth Bank Powell, United States

6 days ago

Description

As a First Commonwealth Financial Solutions Specialist I you will live out our Mission to improve the financial lives of our neighbors and their businesses.

You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day.

Through your involvement in day-to-day operations you will learn to create an amazing experience in the Center for employees and customers.

You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and help keep the Financial Solutions Center running smoothly and efficiently.

You get excited about building relationships and identifying opportunities to equip our customers with financial solutions that will help them achieve Financial Confidence.

You are intellectually curious, enjoy engaging customers in conversations to assess their needs, have strong listening skills and are not afraid to ask for your customers' business.

You will work with your Manager on your Pathways progression and 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 I, your days will be divided into 5 essential job functions:

Champion Operations and Compliance – 40% of your time will be spent protecting the privacy and security of our customers.

You will do this through the following activities:
a.
Process daily transactions
b.
Have the right conversations around NSF/OD and other fee retention
c.
Follow proper cash handling, teller differences and dual control guidelines
d.
Always maintain proper cash limits including drawer, vault and total FSC limits
e.
Complete all required trainings in a timely manner

Grow Consumer Relationships – 20% of your time will be spent establishing and growing consumer relationships through the following activities:

a.
Engage in productive conversations on inbound calls and at the drive thru
b.
Utilize marketing campaigns to inform customers about our products
c.
Ask for referrals and advocate for the Refer-A-Friend program
d.
Partner with your team to uncover additional needs based sales opportunities

Deepen Consumer Relationships – 20% 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.
Identify partner referrals by asking purposeful questions
d.
Uncover non-real estate secured lending opportunities

Personal Development – 20% 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.
Progress toward completion of Pathways
c.
Learn BUILD and BUILD 2.0, our sales conversation framework
d.
Become a subject matter expert on our digital products
e.
Stay informed with Need2Know and First2Know

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

A high school diploma or equivalent.
Two (2) 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 (i.e., Microsoft Office, Internet, mobile technology, bank systems).
A valid driver's license and ability/willingness to travel regionally.

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 c)

Partner Solutions Specialist

2 days ago

SavvyMoney Dublin, United States

**Partner Solutions Specialist **(Dublin, CA or USA Remote) · **This can be work from our corporate offices in Dublin, CA or a 100% Work Remote from your home office position depending upon where you live. · **About SavvyMoney**: · SavvyMoney is a leading fintech company based in ...
In-Plant Solutions Specialist

3 weeks ago

MSC Industrial Supply Columbus, United States

Built to Make You Better. · Serving customer and community starts with the very best people doing their very best work. That is precisely what we have here at MSC. If you are inspired to learn, expand your circle, take risks, and succeed as a team, you can build a better career a ...
Client Solutions Specialist

1 week ago

Gerber, LLC Columbus, United States

CLIENT SOLUTIONS SPECIALIST (In office position) · As part of the applicant process, we ask that you find 6-7 uninterrupted minutes to take an assessment. We want to ensure that you are a good fit for us and we are a good fit for you. We want you to love coming to work every day ...
Client Solutions Specialist

6 days ago

Gerber, LLC Columbus, United States

CLIENT SOLUTIONS SPECIALIST (In office position) · As part of the applicant process, we ask that you find 6-7 uninterrupted minutes to take an assessment. We want to ensure that you are a good fit for us and we are a good fit for you. We want you to love coming to work every day ...
Client Solution Specialist

2 weeks ago

PNC Financial Services Group Columbus, United States

Job Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
Client Solution Specialist

2 weeks ago

PNC Financial Services Group, Inc. Columbus, United States

Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
Financial Solutions Specialist II

6 days ago

First Commonwealth Sunbury, United States

As a First Commonwealth Financial Solutions Specialist II 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 ...
Charter & Fulfillment Solutions Specialist

1 day ago

NetJets, Inc. Columbus, United States

The Charter Services Manager is responsible for providing charter services and end-to-end trip support for retail customers, wholesale customers and NetJets Aviation. The Charter Services Manager is an account manager for his/her assigned charter cus Solutions, Specialist, Fulfil ...
Charter & Fulfillment Solutions Specialist

1 day ago

NetJets Columbus, United States

Purpose of Position · The Charter Services Manager is responsible for providing charter services and end-to-end trip support for retail customers, wholesale customers and NetJets Aviation. The Charter Services Manager is an account manager for his/her assigned charter customers a ...
Client Solution Specialist- PNC Investments

1 week ago

PNC Bank Corp. Columbus, United States

Licensing requirements: FINRA Series 7/63. Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews, and verifies documents and relevant information for accuracy; perfor Solution, Investment, Special ...
Financial Solutions Specialist I

4 weeks ago

First Commonwealth Bank Westerville, United States

As a First Commonwealth Financial Solutions Specialist I you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Custo ...
Credit Union Member Solutions Specialist

5 days ago

Education First Credit Union Columbus, United States

Job Description · Job DescriptionEducation First Credit Union (EFCU) is a full-service not-for-profit financial institution. Our mission is to enhance our members' financial position through education, quality service, and value-minded products. Education First Credit Union was f ...
Credit Union Member Solutions Specialist

6 days ago

Education First Credit Union Columbus, Ohio, United States Permanent

Education First Credit Union (EFCU) is a full-service not-for-profit financial institution. Our mission is to enhance our members' financial position through education, quality service, and value-minded products. Education First Credit Union was founded in 1936 by a small group o ...
Client Solution Specialist

3 weeks ago

PNC Financial Services Group Columbus, United States

Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
Client Solution Specialist- PNC Investments

1 week ago

PNC Financial Services Group Columbus, United States

Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
SR IT Sourcing Analyst

1 week ago

Beacon Hill Staffing Group Dublin, United States

Required Skills: · 5+ years of Sourcing experience · Experience handling complex and high-level contract negotiations Mainframe vendors · Experience vetting, selecting and negotiating with cloud suppliers · Recent experience negotiating contracts dealing with migrations from ...
Payor Analyst

3 weeks ago

CPS Dublin, United States Full time

Payor Analyst · CPS Solutions, LLC · Home-Based / Remote · As a full time, exempt CPS Solutions, LLC Payor Analyst, you will coordinate and support efforts to improve payor access and evaluate additional opportunities for clients. You will utilize adjudication denials, analy ...
Instrument Service Specialist

2 weeks ago

Pace® Life Sciences Dublin, OH, United States

About UsPace Life Sciences · Pace makes the world a safer, healthier place. We advance the science of our pharmaceutical and biopharmaceutical customers through the drug development process, from early-phase R&D through clinical trials and GMP commercial product support. For cust ...
Senior Analyst, Business Systems

2 weeks ago

ICU Medical Dublin, United States Full time

FLSA Status - Exempt · Position Summary · Completes advanced validation projects with peer input and guidance from engineering and validation management. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work ...
IT Systems Analyst

2 weeks ago

Manpower Group Inc. Dublin, United States

Submit with last 4/ Month and day of birth · Fully Remote but must reside in Memphis, TN · (IT Systems Analyst Specialist) · Pay: $40.71hr · Category: Information Technology · Location: Memphis, TN; Remote (Contract to Hire) · Manager Job Description: · Primary Purpose: As a Syst ...