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Financial Solutions Sales & Service Manager

First Commonwealth Bank
  • US
    Monaca, Pennsylvania, United States
  • US
    Monaca, Pennsylvania, United States

Über

As a First Commonwealth Sales & Service Manager 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 employees plays in delivering on our Customer Service Promise every day. You have a passion for building relationships, educating, advising and identifying opportunities to equip our customers and employees with financial solutions that will help them achieve Financial Confidence. In partnership with your Branch Manager Business Banking, you will lead a Financial Solutions Center with effective communication, ongoing coaching and relentless execution on our mission and vision and drive development for your team members. With a high level of accountability for all aspects of your Center’s success, you drive for high-performance results within a competitive and demanding financial solutions sales environment. You will lead your team to execute a well-defined plan for delivering the entire bank to your community. You will personally drive consumer sales through consistent and on-going development activities focused on expanding existing customer relationships and engaging new prospects to win both their personal and business related banking relationships.
What Great Looks Like in this Role
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
Bona Fide Occupational Qualifications
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.
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  • Monaca, Pennsylvania, United States

Sprachkenntnisse

  • English
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