Client Experience & Banking Advisor

United States Digital Space LLC; Warminster Township (Bucks County); On-site; USD 32,000 - 52,000; Full time

Job summary

United States Digital Space LLC is seeking a Client Services Associate to engage clients in the lobby, educate them on self-service options, and process transactions with accuracy.

You will develop deep client relationships, educate customers on digital tools like online banking, and support the bank's mission to deliver responsible growth and excellent service in a collaborative office setting.

Qualifications

• Bachelor's Degree or business-related Associate Degree in management, finance, or related field.
• One year of sales experience in a salary plus incentive environment.
• Six months of cash handling experience.

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 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

Relationship Building

Customer Focus

Effective Communication

Self-motivation

Problem Solving

Adaptability

Time Management

Sales Aptitude

Tech Savvy

Attention to detail

Education

Bachelor's Degree or business-related Associate Degree

Job description

United States Digital Space LLC is seeking a Client Services Associate to engage clients in the lobby, educate them on self-service options, and process transactions with accuracy.

You will develop deep client relationships, educate customers on digital tools like online banking, and support the bank's mission to deliver responsible growth and excellent service in a collaborative office setting.