Banking Solutions Advisor - Call Center

United States Digital Space LLC; Brewer (ME); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

United States Digital Space LLC in Belfast, ME is seeking a banking/customer service professional to connect clients with financial solutions and deepen relationships. You will balance service requests with sales opportunities and provide subject-matter expertise on banking products.

Responsibilities include serving clients, recommending products, and quoting terms while managing risks and complying with regulations. Weekend scheduling and strong communication skills are essential.

Qualifications

• Passion and drive to improve clients' financial lives.
• Teamwork mindset with flexible schedule including weekends/holidays.
• Ability to engage with clients and explain options clearly; build rapport.
• Strong computer skills and self‑motivation.
• Decision‑making and problem‑solving skills.

Responsibilities

• Cultivate client relationships by uncovering needs and recommending products.
• Respond to inquiries with customized banking solutions.
• Sell and fulfill banking products (checking, savings, CDs, IRAs, loans).
• Quote rates and terms for banking solutions.
• Identify needs for licensed sales and refer to Line of Business partners.
• Manage risk in all transactions using available tools.

Skills

Attention to Detail

Client Solutions

Advisory

Customer and Client Focus

Interpret Laws & Regulations

Adaptability

Client Experience

Branding

Customer Service

Management

Issue Management

Problem Solving

Active Listening

Business Development

Consulting

Referral Identification

Research

Education

High School Diploma / GED

Job description

United States Digital Space LLC in Belfast, ME is seeking a banking/customer service professional to connect clients with financial solutions and deepen relationships. You will balance service requests with sales opportunities and provide subject-matter expertise on banking products.

Responsibilities include serving clients, recommending products, and quoting terms while managing risks and complying with regulations. Weekend scheduling and strong communication skills are essential.