First American Bank · 9 hours ago
Client Advisor
Elk Grove Village, IL, US
Full-time
Onsite
Senior Level, Lead/Staff
$125K/yr - $140K/yr
8+ years expFirst American Bank is the largest privately held bank in Illinois, offering a community-focused banking experience with international expertise. The Client Advisor is responsible for managing client relationships within the Wealth Management Group, ensuring client satisfaction and developing new business opportunities through comprehensive wealth management solutions.
BankingCreditCredit CardsFinanceFinancial Services
Responsibilities
Act as primary advisor and key consultant to designated wealth management clients
Assume responsibility for all clients and work with other team members to ensure excellent client experience
Seek and develop referrals from current clients, their advisors, bank partners and outside sources for introductions to new clients
Develop and implement a structured customer outreach program that aligns with established service standards
Profile clients and develop strategies to meet their needs and objectives
Anticipate client needs, recognize opportunities and recommend appropriate products and services based on those individual client needs and assure seamless delivery
Educate clients on financial, regulatory and tax issues and the impact they have on the client’s wealth
Interact with bank partners and other client advisors (attorney, CPA) to promote ongoing communication with the client to assure that client plan and solutions are current
Maintain documentation of all client contacts and issues including routine formal correspondence with client confirming discussions and action
Ensure that all accounts are administered in accordance with established policies and procedures including timely completion of all required administrative reviews and required compliance documentation
Participate in activities and projects that enhance the group
Conduct and complete additional assignments/projects as designated by management
Qualification
Required
Bachelor's degree required
Minimum of eight years in an environment focused on wealth management or financial planning
Broad-based knowledge of financial planning, investments, estate planning, tax, legal, insurance, banking and credit products is desirable
Must stay current with developments in these areas in order to provide quality and timely advice
Must maintain a good understanding of bank products and services
Communicate effectively across audiences, clearly articulating ideas, strategies, and product value in both verbal and written formats, while tailoring messages appropriately to the situation and stakeholders
Demonstrate strong analytical, organizational, and planning skills, with the ability to manage multiple priorities, maintain exceptional attention to detail, and exercise sound independent judgment when making decisions
Build and maintain effective working relationships, exhibiting professionalism, diplomacy, and a constructive, solutions‑focused approach in interactions with internal partners and external contacts
Present a consistently professional presence, maintaining credibility through appropriate demeanor, communication style, and adherence to organizational and industry standards
Apply sound professional judgment, balancing organizational, and customer interests while leveraging available resources to appropriately identify, assess, and mitigate risks
Must have ability to work with multiple systems and be comfortable with software/database applications, including Microsoft Office products, wealth management and bank accounting systems
Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades
This position requires regular travel by car to various locations throughout the Bank's market
Occasional out-of-state travel may be required
Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m
Additional hours may be required depending upon business need
Occasional longer hours may be required as workload dictates
Preferred
Professional certification such as, CFP®, CFA, CPA
Qualified military veterans are encouraged to apply
Company
First American Bank
First American Bank is a company that provides personal and business banking products and services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Paul Otto
EVP Chief Financial Officer
Brian Monson, MBA
SVP - Deputy Chief Credit Officer
Recent News
First American Bank
2025-05-27
First American Bank
2025-04-24
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