Financial Solutions Sales & Service Manager
: Job Details :


Financial Solutions Sales & Service Manager

First Commonwealth Bank

Location: South Williamsport,PA, USA

Date: 2024-11-06T11:31:45Z

Job Description:
As a First Commonwealth Sales & Service Manager reporting to a Branch Manager Business Banking 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 deliveringon 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___________________________________As an SSM, your days will be divided into 5 essential job functions:1. 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:a. Stay connected with customers through onboarding and outbound callingb. Achieve assigned outbound calling expectationsc. Generate consistent and meaningful appointments weekly including prospectsd. Identify partner referrals by asking purposeful questionse. Uncover consumer lending opportunities, with an emphasis on real estate secured2. Grow Consumer Relationships - 30% of your time will be spent establishing and growing consumer relationships through the following activities:a. Manage your assigned Top 500b. Ask for referrals from your existing customers, thanking them and following up with them; advocate for the Refer-A-Friend programc. Utilize marketing campaigns to inform customers about our productsd. Use effective research, tools and techniques for prospectinge. Champion Line Leadership and lead by example using our BUILD conversation frameworkf. Own partner relationships3. 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:a. Take ownership of your own developmentb. Assist employees with their Pathways progressionc. Provide on-going formal and on the spot coachingd. Attract, acquire, retain and develop talente. Demonstrate and role play with team members regularlyf. Assign individual goals in collaboration with your BMBBg. Celebrate everyone's accomplishments and successes4. Manage Operations and Compliance - 15% of your time will be spent ensuring your office is a well-oiled machine. You will do this by:a. Always being dedicated to protecting the privacy and security of our customersb. Oversee proper completion of all account opening and loan documents, and transaction processingc. Manage NSF/OD and other fee retention by ensuring the team is having the right conversationd. Oversee proper cash handling, teller differences and dual control guidelines; managing internal controls;e. Delegate and oversee responsibilities for others to learn internal controls5. Customer Experience - every day, every customer, every interaction you will always have the following at the top of your mind:a. Live our Mission and Core Valuesb. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yesc. Increase the sales effectiveness and efficiency of your team by championing BUILD, the 8 step sales process and conducting consistent outbound callingd. Promptly follow-through and ensure you are the single contact for problem resolutione. Follow the One to say YES, two to say NO rulef. Maintain the highest standard of conductBona Fide Occupational Qualifications________________________________1. An associate's degree or equivalent experience.2. 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.3. 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.4. Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems).5. 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.6. A valid driver's license and local and/or regional travel required.
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