Client-Focused Banking Advisor

United States Digital Space LLC; Charlottesville (VA); On-site; USD 36,000 - 44,000; Full time

Job summary

United States Digital Space LLC in Charlottesville, VA is seeking a customer-focused Financial Center Associate to greet clients, uncover personal banking needs, and connect them with specialists for tailored solutions.

You will assist with self-service transactions, open accounts, and ensure compliance, while delivering exceptional service. Weekend availability is required and a notary commission may be needed within months of start.

Qualifications

• Minimum one year of sales experience in a client-centric environment.
• Strong communication skills and ability to engage clients in-person or by phone.
• Ability to learn new information, adapt to technology platforms, and handle ambiguity.
• Willingness to obtain a notary commission within a few months, if not already commissioned.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Offer appropriate solutions and connect clients to bank specialists.
• Assist clients with self-service transactions and basic account activity.
• Ensure regulatory compliance and deliver exceptional client care.
• Proactively connect with clients and conduct follow-ups to deepen relationships.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Associate's Degree

Bachelor's Degree

Tools

Microsoft Office

Job description

United States Digital Space LLC in Charlottesville, VA is seeking a customer-focused Financial Center Associate to greet clients, uncover personal banking needs, and connect them with specialists for tailored solutions.

You will assist with self-service transactions, open accounts, and ensure compliance, while delivering exceptional service. Weekend availability is required and a notary commission may be needed within months of start.