Client Banking Advisor: Build Real Financial Solutions

United States Digital Space LLC; New York (NY); On-site; USD 42,000 - 52,000; Full time

Job summary

United States Digital Space LLC is seeking a client-focused team member to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will develop deep conversations to understand financial priorities and connect clients with suitable solutions.

The role requires strong communication, ability to learn new banking platforms, and willingness to work weekends and travel to centers within a reasonable distance.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus, serving clients' needs.
• Collaborates effectively to build and nurture strong client relationships.
• Passion and drive to deliver experiences that improve clients' financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in communicating and engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Capable of educating clients on self-service banking (ATM, online/mobile).
• Applies strong critical thinking and problem-solving to meet client needs.
• Adheres to established processes and regulations in daily activities.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client’s best interest.
• Willing to work weekends/extended hours and travel to centers as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows processes and guidelines to do what is right for clients and the bank
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Education

Bachelor's Degree or business-relevant Associate's Degree (business management, business administration or finance)

Job description

United States Digital Space LLC is seeking a client-focused team member to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will develop deep conversations to understand financial priorities and connect clients with suitable solutions.

The role requires strong communication, ability to learn new banking platforms, and willingness to work weekends and travel to centers within a reasonable distance.