Client Advisor - Team Lead

First Bank; Princeton (IN); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

401K retirement plan

Other benefits

Job summary

First Bank in Indiana is seeking a Client Advisor I - Team Lead to guide the branch in delivering exceptional service and achieving retail goals. You will lead staff to ensure clients receive holistic financial wellness guidance and seamless transactions.

The role emphasizes building trusted client relationships, educating on savings and digital tools, and partnering with specialty teams to identify cross-sell opportunities. You will champion digital adoption and support local community events.

Qualifications

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

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.

Skills

Problem solving

Computer usage

Verbal communication

Written communication

Detail orientation

Critical thinking

Sales

Complaint resolution

Cash handling

Resource management

Coaching

Education

Bachelor's degree in business, finance or related field

Job description

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 Client Advisor - Team Lead.

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.

Duties and Responsibilities

Client Experience & Financial Wellness

• 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.

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.

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
• Resource management
• Coaching

• The position offers a competitive salary, medical insurance coverage, 401K-retirement plan, 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.