Client Banking & Solutions Advisor

United States Digital Space LLC; Hartford (CT); On-site; USD 34,000 - 37,000; Full time

Job summary

United States Digital Space LLC is seeking a client-facing associate in Hartford, CT. The role educates customers on self‑service banking options and processes cash transactions accurately while building trust and guiding clients toward suitable financial solutions.

You will engage with clients, manage center flow, and connect them with experts as needed. The position emphasizes strong communication, relationship building, and a proactive sales mindset to improve clients' financial lives while

Qualifications

• High school education or equivalent is required.
• Bachelor's degree or related associate's degree is preferred.
• At least 1 year of sales experience in a salary plus incentive environment.
• Experience in financial services and cash handling is a plus.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes 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 and handles cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Cash Handling

Sales Experience

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate's

Job description

United States Digital Space LLC is seeking a client-facing associate in Hartford, CT. The role educates customers on self‑service banking options and processes cash transactions accurately while building trust and guiding clients toward suitable financial solutions.

You will engage with clients, manage center flow, and connect them with experts as needed. The position emphasizes strong communication, relationship building, and a proactive sales mindset to improve clients' financial lives while