Client Advisor - Team Lead

First Bank•Princeton, IN

1d•$20 - $23

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 and digital banking, maintains branch service quality, and supports sales and business development. It also performs traditional retail banking duties, including cash and check transactions, loan payments, daily balancing, safe deposit area assistance, and balancing ATM/ITM/recycler equipment as required. The role supports community engagement through financial wellness events and local partnerships.

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 preferred.
Banking experience preferred.

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 usage.
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 service recovery.
Partner with the Business Development and Treasury Management teams to identify cross-sale or financial wellness opportunities and track referrals and pipeline activity.
Liaise 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 streamline retail operations.
Perform retail banking transactions, 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.