Client Experience & Financial Wellness Advisor

First Bank; Princeton (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401K

ESOP

Job summary

First Bank is seeking an engaged Client Experience Associate in Indiana to build trusted client relationships, educate on savings and digital banking, and coordinate with teams to drive wellness-focused opportunities. This role emphasizes service quality and effective handoffs between Retail and Sales.

You will support cash handling, deposits, and loan payments, while contributing to community events and staff volunteering initiatives. Equal opportunity employer and a values-driven team.

Qualifications

• Bachelor's Degree in business, finance or related field preferred.
• Two years 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.
• Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses.
• Performs other duties as assigned.

Skills

Problem solving

Computer usage

Verbal and written communication

Detail orientation

Critical thinking

Sales

Complaint resolution

Cash handling

Education

Bachelor’s Degree in business, finance or related field

Job description

First Bank is seeking an engaged Client Experience Associate in Indiana to build trusted client relationships, educate on savings and digital banking, and coordinate with teams to drive wellness-focused opportunities. This role emphasizes service quality and effective handoffs between Retail and Sales.

You will support cash handling, deposits, and loan payments, while contributing to community events and staff volunteering initiatives. Equal opportunity employer and a values-driven team.