Client Advisor - Team Lead

First Bank•Princeton, IN

About The Position

The Client Advisor - Team Lead helps First Bank fulfill its vision by leading a branch to provide exceptional service, meet financial wellness goals, and execute retail initiatives effectively. The role builds trusted client relationships, promotes financial wellness, supports sales and business development, encourages adoption of digital banking tools, and performs traditional retail banking duties. It also supports the branch’s involvement in community and financial wellness events.

Requirements

Two years of customer service experience.
Skills in problem solving, computer usage, verbal and written communication, detail orientation, critical thinking, sales, complaint resolution, cash handling, resource management, and coaching.

Nice To Haves

Bachelor’s degree in business, finance, or a related field.
Banking experience.

Responsibilities

Build trusted client relationships through a courteous and concerned approach to meeting client needs.
Include a financial wellness mindset in client interactions by educating clients about savings, credit health, and digital banking.
Partner with the Client Experience Specialist to identify and resolve client pain points.
Maintain accountability for branch-level service quality metrics.
Follow up on client feedback and manage service recovery.
Partner with Business Development and Treasury Management teams to identify cross-sale and financial wellness opportunities and track referrals and pipeline activity.
Act as a liaison between Retail and Sales teams for complex client handoffs.
Champion digital adoption initiatives, including ITMs, mobile and online banking, and Teams video calls.
Provide feedback to the Digital Department on workflows or tools that could streamline retail operations.
Perform traditional retail banking duties, including cashing and depositing checks and cash into client accounts and accepting loan payments.
Execute daily balancing procedures systematically, efficiently, and accurately.
Assist clients within the safe deposit area.
Count and balance ATM, ITM, and recycler equipment as required.
Support the branch’s presence at local financial wellness or community events.
Help identify and schedule staff volunteering or partnership opportunities with schools, nonprofits, or local business groups.