Client-Focused Banking Advisor | Relationship Builder

United States Digital Space LLC; Rochester (MA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

United States Digital Space LLC is seeking a client-focused associate to engage customers in the lobby, assist with self-service banking, and process cash transactions. You will build relationships, educate clients on digital channels, and connect customers to financial solutions to support their goals.

Roles require effective communication, adaptability to platforms, and adherence to banking regulations. Flexibility for weekend hours is noted, with a standard 40-hour week in a traditional

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Delivers client-focused financial experience and identifies solutions.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking and transactions.
• Adheres to laws and bank policies and guidelines.
• Manages time and capacity effectively.
• Flexible to work weekends and extended hours as needed.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Accurately and efficiently process cash transactions for clients.
• Hold deep conversations to understand financial goals and connect clients to solutions.

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

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

High School Diploma or GED

Job description

United States Digital Space LLC is seeking a client-focused associate to engage customers in the lobby, assist with self-service banking, and process cash transactions. You will build relationships, educate clients on digital channels, and connect customers to financial solutions to support their goals.

Roles require effective communication, adaptability to platforms, and adherence to banking regulations. Flexibility for weekend hours is noted, with a standard 40-hour week in a traditional