Client Experience Banker - Growth & Solutions

United States Digital Space LLC; Clearwater (FL); On-site; USD 32,000 - 44,000; Full time

Job summary

United States Digital Space LLC is hiring for a client service role focused on educating clients about self-service banking options and handling cash transactions in a retail financial center. The role emphasizes understanding clients' financial priorities and connecting them with suitable solutions.

The position requires strong communication, problem-solving, and relationship-building skills, with availability for weekends and extended hours.

Qualifications

• High School Diploma / GED / equivalent required.
• Willingness to work weekends and/or extended hours at various locations.
• Strong client focus and ability to build relationships with clients.
• Experience or knowledge of financial services is preferable.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand clients' financial goals.
• Connect clients to solutions that meet financial priorities and needs.
• Build relationships to meet clients' financial needs and expand services.
• Follow established processes and comply with laws and regulations.
• Manage center traffic, appointments, and outbound calls effectively.

Skills

Adaptability

Business Acumen

Customer 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

Bachelor's Degree

Associate's Degree

Job description

United States Digital Space LLC is hiring for a client service role focused on educating clients about self-service banking options and handling cash transactions in a retail financial center. The role emphasizes understanding clients' financial priorities and connecting them with suitable solutions.

The position requires strong communication, problem-solving, and relationship-building skills, with availability for weekends and extended hours.