Client Advisor - Team Lead

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.
This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period.
Replies to all questions will be held in strictest confidence.
In order to be considered for employment, this application must be completed in full.
APPLICANT'S STATEMENT
By submitting an application I agree to the following statement:
(A) In consideration for the Bank’s review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation.
(B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank’s human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information.
(C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice.

Employment type
Full-Time

Work arrangement
No