Client-Focused Banking Advisor

United States Digital Space LLC; Allentown (Lehigh County); On-site; USD 28,000 - 38,000; Full time

Job summary

United States Digital Space LLC in Allentown, PA is seeking a client-focused banker to engage lobby customers, educate them on self-service options, and accurately process cash transactions. You will have in-depth conversations to understand financial priorities and connect clients to suitable solutions.

The role emphasizes risk awareness, building lasting client relationships, following bank procedures, and collaborating with specialists in lending and investments to grow the business and

Qualifications

• Self-starter with strong work ethic and results orientation.
• Strong relationship building and collaboration.
• Comfortable learning new technologies and self-service banking platforms.
• Willingness to work weekends and extended hours as needed.

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 / Secondary School or equivalent

Job description

United States Digital Space LLC in Allentown, PA is seeking a client-focused banker to engage lobby customers, educate them on self-service options, and accurately process cash transactions. You will have in-depth conversations to understand financial priorities and connect clients to suitable solutions.

The role emphasizes risk awareness, building lasting client relationships, following bank procedures, and collaborating with specialists in lending and investments to grow the business and