Client-Focused Banking Advisor

United States Digital Space LLC; Georgia; On-site; USD 32,000 - 42,000; Full time

Job summary

United States Digital Space LLC is hiring for a client-facing banking role focused on educating clients, processing self-service transactions, and building relationships to meet financial needs. You will manage cash, handle appointments, and engage with customers to deliver a premier client experience.

The role requires strong communication, adaptability, and a proactive approach to learning new banking platforms, with weekend/extended hours as needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively and builds strong client relationships.
• Demonstrates passion and drive to improve clients' financial lives.
• Can identify solutions for new and existing clients.
• Effective communicator comfortable with all clients.
• Ability to learn new information and technology platforms.
• Educates clients on self-service banking (ATM, online banking, mobile).
• Strong critical thinking and problem-solving skills.
• Follows processes and complies with laws/regulations.
• Efficient time and capacity management.
• Focus on results in clients' best interest.
• Able to work weekends/extended hours at multiple locations.

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
• Must manage cash responsibilities

Skills

Customer focus

Communication

Problem solving

Relationship building

Adaptability

Account management

Client experience branding

Client management

Client solutions advisory

Prospecting

Pipeline management

Referral identification

Referral management

Education

Bachelor's degree or business-related Associate's Degree

High School Diploma or GED

Job description

United States Digital Space LLC is hiring for a client-facing banking role focused on educating clients, processing self-service transactions, and building relationships to meet financial needs. You will manage cash, handle appointments, and engage with customers to deliver a premier client experience.

The role requires strong communication, adaptability, and a proactive approach to learning new banking platforms, with weekend/extended hours as needed.