Client Advisor

First Bank; Mount Carmel (IL); Presencial; USD 42.000 - 65.000; Tempo integral

Benefícios oferecidos por esta vaga

Competitive salary

Health, dental, vision, and life保险

401K and ESOP retirement plans

Equal opportunity employer

Resumo da vaga

First Bank in Mount Carmel, IL is seeking a full-time Client Advisor to enhance client experience and grow relationships. You will educate clients on saving strategies, digital tools, and financial wellness, while supporting sales and service goals.

The role involves cash handling, deposits, check processing, and maintaining accuracy in daily balancing. A strong customer service background and good communication are essential for success.

Qualificações

• Bachelor's degree preferred.
• Two years customer service experience, banking experience preferred.
• Strong communication and problem-solving skills.

Responsabilidades

• Build trusted relationships with clients and address needs with courtesy.
• Educate clients on savings, credit health, and digital banking usage.
• Partner with other teams to identify cross-sale or wellness opportunities.
• Maintain branch service quality metrics and follow up on client feedback.
• Assist with traditional banking tasks such as cashing checks, deposits, and balancing.

Conhecimentos

Problem solving

Computer usage

Verbal and written communication

Detail orientation

Critical thinking

Sales

Complaint resolution

Cash handling

Formação

Bachelor's Degree in business, finance or related field

Descrição da vaga

Thank you for your interest in joining First Bank. If you’re looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you’ve come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a full-time Client Advisor.

The Retail Banker helps the bank to fulfill its vision by maximizing the client experience and expanding client relationships.

Duties and Responsibilities

Client Experience & Financial Wellness

• Build 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.

Sales & Business Support

• 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.

Technology & Process Adoption

• 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.

Traditional Customer Service

• 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.

Community Engagement

• 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.

Other

• Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses.
• Performs other duties as assigned.

Qualifications

• Bachelor’s Degree in business, finance or related field preferred
• Two years customer service experience, banking experience preferred.

Skills

• Problem solving
• Computer usage
• Verbal and written communication
• Detail orientation
• Critical thinking
• Sales
• Complaint resolution
• Cash handling

The position offers a competitive salary, health, dental, vision, and life insurance, 401K and ESOP retirement plans, and other benefits.

EO / M /F/ Vet / Disability.

First Bank is an equal opportunity employer.

It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status.

Equal access to programs, service, and employment is available to all persons.

Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources.

Replies to all questions will be held in strictest confidence.