Client Advisor - Team Lead

First Bank•Poseyville, IN

11d•Onsite

About The Position

The Client Advisor I - Team Lead helps the bank to fulfill its vision by leading the branch to ensure exceptional service, financial wellness goals are met, and retail initiatives are executed effectively.

Requirements

Bachelor’s Degree in business, finance or related field preferred
Two years customer service experience, banking experience preferred
Problem solving
Computer usage
Verbal and written communication
Detail orientation
Critical thinking
Sales
Complaint resolution
Cash handling
Resource management
Coaching

Responsibilities

Builds trusted relationships with clients through courteous and concerned approach to meeting client needs.
Ensures every client interaction includes a wellness mindset by educating on savings, credit health, and digital banking usage.
Partners with the Client Experience Specialist to identify and resolve client pain points.
Maintains accountability for branch-level service quality metrics.
Owns follow-up on client feedback and service recovery.
Partners with Business Development / Treasury Management Team to identify cross-sale or financial wellness opportunities, and track referrals and pipeline activity.
Acts as liaison between Retail and Sales teams for complex client handoffs.
Champions all digital adoption initiatives (ITMs, mobile, online banking, Teams video calls).
Provides feedback to the Digital Department on workflows or tools that streamline retail operations.
Fulfills traditional retail banking responsibilities by cashing and depositing checks and cash into client accounts, and accepting loan payments; executing daily balancing procedures systematically, efficiently, and accurately; assisting clients within the safe deposit area; and counting and balancing ATM/ITM/recycler as required.
Supports branch presence in local financial wellness or community events.
Helps identify and schedule opportunities for staff volunteering or partnership with schools, non-profits, or local business groups.