Client Advisor - Float

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.

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.