Financial Solutions Specialist II
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 employee plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations you will 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 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.
What Great Looks Like in this Role As an FSS II, your days will be divided into five 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 :
Have the right conversations around NSF / OD and other fee retention
Follow proper cash handling, teller differences and dual control guidelinesAdhere to all audit guidelinesWork as a team to oversee and manage our internal controlsMitigate Risk by adhering to FCB policies, procedures and processesGrow Consumer Relationships - 25% 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 and promotionsAsk for referrals and advocate for the Refer-A-Friend programUse BUILD and BUILD 2.0 with every account openingDeepen Consumer Relationships - 25% 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 prospectsIdentify partner referrals by asking purposeful questionsUncover consumer lending opportunities, with an emphasis on real estate securedPersonal 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 and progress toward completion of Pathways
Practice and perfect your BUILD and BUILD 2.0 skillsIncrease your product knowledgeStay a subject matter expert on our digital productsStay informed with Need2Know and First2KnowConduct and participate in peer to peer coaching and role playComplete all required trainings in a timely mannerCustomer 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 of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with YesIncrease the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound callingPromptly follow-through and ensure you are