Client-Focused Banking Advisor: Growth & Solutions

United States Digital Space LLC; Providence (RI); On-site; USD 71,635,000 - 76,708,000; Full time

Job summary

United States Digital Space LLC is seeking a client-focused teller to engage customers in the lobby and guide them through self-service banking options. You will handle cash transactions accurately, conduct in-depth conversations to understand financial goals, and connect clients with appropriate solutions.

This role requires strong communication, relationship-building, and the ability to work weekends and shifts across RI locations. Competitive benefits apply.

Qualifications

• Minimum education: high school or equivalent; bachelor's or associate degree preferred.
• Experience in financial services and client-facing roles is desirable.
• Ability to learn and adapt to new banking platforms and self-service tools.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently while meeting policies.
• Develop deep conversations to understand financial goals and connect clients to solutions.
• Build relationships with clients to meet financial needs and grow center performance.
• Manage cash, center traffic, appointments, and outbound calls effectively.
• Support compliance with laws, regulations, and bank risk culture.

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

High School Diploma / GED

Bachelor's Degree

Associate's Degree (Business/Finance)

Job description

United States Digital Space LLC is seeking a client-focused teller to engage customers in the lobby and guide them through self-service banking options. You will handle cash transactions accurately, conduct in-depth conversations to understand financial goals, and connect clients with appropriate solutions.

This role requires strong communication, relationship-building, and the ability to work weekends and shifts across RI locations. Competitive benefits apply.