Client Advisor

First Bank•Mt. Carmel, IL

About The Position

First Bank is seeking a full-time Client Advisor to help maximize the client experience and expand client relationships. The role builds trusted client relationships and supports financial wellness by educating clients about savings, credit health, and digital banking. The Client Advisor works with client-experience, business-development, treasury-management, and digital teams; supports traditional retail banking transactions and branch operations; and contributes to community engagement. The position requires adherence to bank policies and completion of required BSA and compliance courses.

Requirements

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

Nice To Haves

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

Responsibilities

Build trusted relationships with clients through a courteous and concerned approach to meeting their needs.
Include a financial-wellness mindset in client interactions by educating clients on 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 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 banking, online banking, and Teams video calls.
Provide feedback to the Digital Department on workflows and tools that could streamline retail operations.
Cash and deposit checks and cash into client accounts, and accept loan payments.
Execute daily balancing procedures systematically, efficiently, and accurately.
Assist clients within the safe deposit area.
Count and balance ATM/ITM/recycler 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.
Follow company policies and procedures and complete required BSA and compliance courses.
Perform other duties as assigned.