Client Experience Banker

United States Digital Space LLC; New York (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Office-based attendance with flexible,

Job summary

United States Digital Space LLC in New York, NY seeks a Customer Service Associate to welcome clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will engage clients in deep conversations to understand their financial and life priorities and connect them to solutions that meet their goals.

This in-office role requires the ability to work weekends and extended hours as needed, with flexibility based on role-specific considerations.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Identifies solutions for new and existing clients based on needs.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Follows processes and adheres to laws and regulations.
• Efficient time and capacity management.
• Focus on results while acting in the client’s best interest.
• Willing to work weekends/extended hours and travel to centers.

Responsibilities

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

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree / business-related Associate's Degree

Job description

United States Digital Space LLC in New York, NY seeks a Customer Service Associate to welcome clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will engage clients in deep conversations to understand their financial and life priorities and connect them to solutions that meet their goals.

This in-office role requires the ability to work weekends and extended hours as needed, with flexibility based on role-specific considerations.