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Financial Solutions Specialist II
Financial Solutions Specialist II-March 2024
Cincinnati
Mar 29, 2026
About Financial Solutions Specialist II

  DescriptionAs a First Commonwealth Financial Solutions Specialist II 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. Through your involvement in day-to-day operations you will create an amazing experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and keep the Financial Solutions Center running smoothly and efficiently. You get excited about building relationships and identifying opportunities to equip our customers with financial solutions that will help them achieve Financial Confidence. You are intellectually curious, enjoy engaging customers in conversations to assess their needs, have strong listening skills and are not afraid to ask for your customers' business. You will work with your Manager on your Pathways progression and personal development, because you know that, as a Financial Solutions Specialist, you can change people's lives.As a Financial Solutions Center Specialist you are eligible for quarterly sales & service incentives.What Great Looks Like in this Role___________As an FSS II, your days will be divided into 5 essential job functions:1. Champion Operations and Compliance - 30% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities:a. Process daily transactionsb. Have the right conversations around NSF/OD and other fee retentionc. Follow proper cash handling, teller differences and dual control guidelinesd. Complete all required trainings in a timely mannere. Adhere to all audit guidelinesf. Work as a team to oversee and manage our internal controls2. Grow Consumer Relationships - 25% of your time will be spent establishing and growing consumer relationships through the following activities:a. Manage your assigned Top 500 customersb. Utilize marketing campaigns to inform customers about our productsc. Ask for referrals and advocate for the Refer-A-Friend programd. Demonstrate line leadership and transition customers to the deske. Use the BUILD and BUILD 2.0 with every account opening3. Deepen Consumer Relationships - 25% 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 secured4. Personal Development - 20% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities:a. Take ownership of your own developmentb. Progress toward completion of Pathwaysc. Practice and perfect your BUILD and BUILD 2.0 skillsd. Increase your product knowledgee. Stay a subject matter expert on our digital productsf. Stay informed with Need2Know and First2Knowg. Conduct and participate in peer to peer coaching and role play5. 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 champ

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