Financial Solutions Sales & Service Manager

First Commonwealth Bank • Barr Township, PA

1d

About The Position

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

The position allocates approximately 30% of time to deepening consumer relationships, 30% to growing consumer relationships, 25% to developing yourself and the team, and 15% to operations and compliance. Customer experience is a daily priority in every interaction.

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; passion for helping others; motivation to learn; solutions-based sales skills; professionalism; resourcefulness; exceptional relationship-building skills; and ability to excel in a complex, dynamic environment.
• Technological proficiency, including Microsoft Office, the internet, mobile technology, and bank systems.
• Register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS).
• Valid driver’s license and ability to travel locally and/or regionally.

Responsibilities

• Deepen existing consumer relationships through customer onboarding, outbound calls, and consistent follow-up.
• Meet assigned outbound calling expectations and generate meaningful weekly appointments, including with prospects.
• Identify partner referrals by asking purposeful questions and uncover consumer lending opportunities, particularly real-estate-secured lending.
• Manage the assigned Top 500 customer group and seek, thank, and follow up on customer referrals; advocate for the Refer-A-Friend program.
• Use marketing campaigns, research, tools, and prospecting techniques to inform customers about products and establish new 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 in-the-moment coaching, regularly demonstrate and role-play with team members, and assign individual goals in collaboration with the Branch Manager Business Banking.
• Attract, acquire, retain, and develop talent, and celebrate team members’ accomplishments and successes.
• Protect customer privacy and security; oversee correct completion of account-opening and loan documents and transaction processing.
• Manage NSF/OD and other fee retention by ensuring the team has appropriate conversations.
• Oversee cash handling, teller differences, dual-control guidelines, and internal controls; delegate responsibilities to help others learn internal controls.
• Live the organization’s mission and core values and champion its Customer Service Promise: Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity, and Obsess with Yes.
• Improve team sales effectiveness and efficiency by championing BUILD, the eight-step sales process, and consistent outbound calling.
• Follow through promptly, serve as the single contact for problem resolution, follow the “One to say YES, two to say NO” rule, and maintain the highest standard of conduct.

What This Job Offers

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