Firstrust Bank

  • Community Banking Sales and Service Coordinator

    Location US-PA-Conshohocken
    Job ID
    # Positions
  • Objective

    Under the direction of the Senior Vice President, Development Manager and department Vice Presidents, research, develop and coordinate implementation of community banking sales, operations, and administrative initiatives that affect the company’s income, market share, and image. Provide support within the Community Banking Department by identifying opportunities and exposure, assessing community office results and communicating solutions to support Firstrust Executive Management decisions.



    Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.


    Minority/Female/Disabled/Veteran/all other
    Protected Statuses



    Complete Monthly, Quarterly and Annual Scorecard and prepares all Incentive and contest payments. Perform analysis using, FirstCLASS, Synergy and Excel for CBOs, using knowledge of applications and critical thinking. Create reports, tracking and trend analyses, and revise to meet specifications.


    Provide goal trend data for community offices and senior management. Develop and maintain sales reports critical to tracking Firstrust’s loans, deposits, households, and more based on annual goals.


    Work with SVP to plan and coordinate sales training of all branch personnel to include referrals and customer service.


    Facilitate goal setting for branches, finalize with CB and review goals set for branch staff.  


    Coordinate the sales activities of the branches to meet all targets and goals for sales production and customer service levels.


    Coordinate, measure and follow up on customer contact and sales disciplines/expectations including branch goal sheets.


    Coordinate with personnel of other units like Marketing to ensure all parties are working together as a team to accomplish common goals and understand promotional events.


    Serve as sales process and product knowledge coach. Regularly visit branches to inspect sales process behaviors and knowledge gaps to identify opportunities for improvement and increased productivity.


    Facilitate the Sales portion of Community Banking job family meetings, outline topics, lead discussion, provide action items and implement approved changes


    Coordinate meet and greet schedule for new COMs and CBO Anniversary Celebrations.


    Coordinate Firstrust Colors with vendors and branches twice a year and manage ongoing inventory for New Hires.


    Process capital budget items for branches and department.


    Handle incoming department calls and CBO requests/inquiries. Corresponds daily with branch staff.


    Monitor and submit CBO invoices/expenses to be paid by Accounting.


    Handle customer calls and letters - creates customer response letters and ensures customer resolution.


    Ensure accuracy of daily retail rate log and communicate internally.


    Coordinate CB Calendar and order lunch and supplies for all meetings/training sessions.


    Serve as backup to Development Manager, Vice Presidents and SVP.


    Communicate effectively across all functions, positions and titles within Firstrust.


    Troubleshoot for CBOs with Facilities, Information Technology, Marketing, etc.


    Perform other duties necessary to support the achievement of objectives for the Community Banking Department.



    Knowledge - Skills & Abilities

    BA/BS or equivalent degree preferred.

    2+ Years of retail banking experience

    Exceptional written and verbal communication

    Solid product knowledge, PowerPoint, Excel, Microsoft Word

    Self-motivated and enthusiastic.

    Strong customer service, communication and organization skills.

    Strong interpersonal skills, including ability to work effectively as part of a team and influence others.

    Strong attention to detail.


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