More jobs:
Client Advisor
Job in
Grayville, White County, Illinois, 62844, USA
Listed on 2026-03-06
Listing for:
First Bank
Full Time
position Listed on 2026-03-06
Job specializations:
-
Sales
Client Relationship Manager
Job Description & How to Apply Below
Location: Grayville
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 I.
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.
- 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.
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