Financial Solutions Assistant Manager

First Commonwealth Bank • Burrell Township, PA

5d

About The Position

As a First Commonwealth Assistant Manager reporting to a Branch Manager Business Banking or Financial Solutions Center Manager, this role supports the mission of improving the financial lives of neighbors and their businesses. The Assistant Manager builds customer relationships, educates and advises customers, identifies financial solutions, and helps employees deliver the Customer Service Promise. In partnership with the manager, the role leads a Financial Solutions Center through communication, coaching, execution, and team development. It carries accountability for the Center’s success and drives high-performance results in a competitive financial solutions sales environment. The Assistant Manager leads the team in delivering the bank’s services to the community and personally drives consumer sales by developing existing customer relationships and engaging prospects for personal and business banking relationships.

The role’s five essential functions are deepening existing consumer relationships (30%), growing consumer relationships (30%), developing the team and self (20%), managing operations and compliance (20%), and maintaining a strong customer experience every day.

Requirements

• Associate’s degree or equivalent experience.
• At least three years of relevant experience in a customer-centric sales environment.
• Proven track record of leading, exceeding assigned goals, and developing talent.
• Excellent communication skills; enthusiasm for helping others; motivation to learn; solutions-based sales skills; professionalism; resourcefulness; exceptional relationship-building skills; and ability to excel in a complex and dynamic environment.
• Technological proficiency, including Microsoft Office, internet, mobile technology, and bank systems.
• Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS).
• Valid driver’s license.
• Local and/or regional travel required.

Responsibilities

• Stay connected with customers through onboarding and outbound calling, and meet assigned calling expectations.
• Generate weekly appointments with customers and prospects, identify partner referrals, and uncover consumer lending opportunities, especially real-estate-secured lending.
• Grow consumer relationships by requesting and following up on referrals, promoting the Refer-A-Friend program, using marketing campaigns, and prospecting with research, tools, and techniques.
• Use the BUILD conversation framework, lead by example, and own partner relationships.
• Take ownership of personal development and assist employees with their Pathways progression.
• Provide ongoing formal and on-the-spot coaching, demonstrate and role-play with team members, attract, acquire, retain, and develop talent, and assign individual goals in collaboration with the BMBB.
• Complete required training on time.
• Protect customer privacy and security; oversee accurate completion of account-opening and loan documents and transaction processing.
• Manage NSF/OD and other fee retention by ensuring appropriate customer conversations.
• Oversee cash handling, teller differences, dual-control guidelines, and internal controls; delegate responsibilities to help others learn internal controls.
• Mitigate risk by following FCB policies, procedures, and processes.
• Live the organization’s mission and core values and champion its Customer Service Promise.
• Improve team sales effectiveness and efficiency by championing BUILD and consistent outbound calling.
• Follow through promptly, serve as the single contact for problem resolution, and apply the “One to say YES, two to say NO” rule.
• Maintain high standards of conduct and account integrity for self and team.
• Travel locally and/or regionally as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree