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First Commonwealth Bank · 3 months ago

Financial Solutions Sales & Service Manager

Northern Cambria, PA

Full-time

Onsite

Mid, Senior Level

3+ years exp

First Commonwealth Bank is dedicated to improving the financial lives of their customers and businesses. The Financial Solutions Sales & Service Manager will lead a team in delivering exceptional customer service while driving consumer sales and developing relationships with both existing and new clients.

Banking

Responsibilities

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:

Stay connected with customers through onboarding and outbound calling

Achieve assigned outbound calling expectations

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 – 30% of your time will be spent establishing and growing consumer relationships through the following activities:

Manage your assigned Top 500

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

Utilize marketing campaigns to inform customers about our products

Use effective research, tools and techniques for prospecting

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

Own partner relationships

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:

Take ownership of your own development

Assist employees with their Pathways progression

Provide on-going formal and on the spot coaching

Attract, acquire, retain and develop talent

Demonstrate and role play with team members regularly

Assign individual goals in collaboration with your BMBB

Celebrate everyone’s accomplishments and successes

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

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

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

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

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

Delegate and oversee responsibilities for others to learn internal controls

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 of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes

Increase the sales effectiveness and efficiency of your team by championing BUILD, the 8 step sales process and conducting consistent outbound calling

Promptly follow-through and ensure you are the single contact for problem resolution

Follow the “One to say YES, two to say NO” rule

Maintain the highest standard of conduct

Qualification

Customer-centric sales experienceTeam developmentSolutions-based sales skillsMicrosoft OfficeNational Mortgage Licensing SystemTechnologically savvyProfessionalismResourcefulnessCommunication skillsRelationship-building skills

Required

An associate's degree or equivalent experience

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

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)

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

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