Financial Solutions Sales & Service Manager

First Commonwealth Bank • Derry Township, PA

11h

About The Position

As a First Commonwealth Sales & Service Manager, you will support the mission to improve the financial lives of neighbors and their businesses by building relationships, educating and advising customers, and identifying financial solutions. In partnership with the Branch Manager Business Banking, you will lead a Financial Solutions Center through effective communication, ongoing coaching, and execution of the organization’s mission and vision. You will be accountable for the Center’s success, team development, and high-performance results in a demanding financial solutions sales environment. You will lead your team in delivering the bank’s services to the community and personally drive consumer sales by developing existing customer relationships and engaging prospects for personal and business banking.

The role focuses on deepening existing consumer relationships, growing new consumer relationships, developing yourself and your team, managing operations and compliance, and delivering a strong customer experience. The stated time allocation is 30% for deepening consumer relationships, 30% for growing consumer relationships, 25% for team and personal development, and 15% for operations and compliance. Customer experience is a daily priority across all responsibilities.

Requirements

• Associate’s degree or equivalent experience.
• Three 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 communication skills and a passion for helping others.
• Motivation to learn, solutions-based sales skills, professionalism, resourcefulness, and exceptional relationship-building skills.
• Ability to excel in a complex and dynamic environment.
• Technological proficiency, including Microsoft Office, the Internet, mobile technology, and bank systems.
• Register with and maintain current registration with the National Mortgage Licensing System & Registry (NMLS).
• Valid driver’s license; local and/or regional travel is required.

Responsibilities

• Stay connected with existing customers through onboarding and outbound calling, and meet assigned outbound-calling expectations.
• Generate meaningful weekly appointments, including with prospects; identify partner referrals and consumer lending opportunities, especially real-estate-secured lending.
• Manage the assigned Top 500 customer portfolio and seek referrals from existing customers, including promoting the Refer-A-Friend program.
• Use marketing campaigns, research, tools, and prospecting techniques to inform customers about products and establish relationships.
• Champion Line Leadership, lead by example using the BUILD conversation framework, 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 regularly.
• Attract, acquire, retain, and develop talent; assign individual goals in collaboration with the Branch Manager Business Banking; recognize team accomplishments.
• Protect customer privacy and security; oversee completion of account-opening and loan documents and transaction processing.
• Manage NSF/OD and other fee retention conversations; oversee cash handling, teller differences, dual-control guidelines, and internal controls; delegate and oversee responsibilities that help others learn internal controls.
• Model the organization’s mission and core values and champion its Customer Service Promise.
• Improve team sales effectiveness and efficiency by championing BUILD, the eight-step sales process, and consistent outbound calling.
• Follow through promptly and serve as the single contact for problem resolution; apply the “One to say YES, two to say NO” rule and maintain high standards of conduct.
• Travel locally and/or regionally as required.

What This Job Offers

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