Client Relationship Banking Advisor

United States Digital Space LLC; Pasadena (MD); On-site; USD 34,000 - 36,000; Full time

Job summary

United States Digital Space LLC is seeking a customer-focused banking associate to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes accurate cash handling and building client relationships to meet financial goals.

You will work to understand clients' priorities, connect them with suitable banking solutions, and maintain compliance with laws and bank policies. Weekend or extended hours may be required.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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 Focus

Oral Communication

Problem Solving

Relationship Building

Client Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or related Associate's

Job description

United States Digital Space LLC is seeking a customer-focused banking associate to engage clients in the lobby, educate them on self-service options, and assist with transactions. The role emphasizes accurate cash handling and building client relationships to meet financial goals.

You will work to understand clients' priorities, connect them with suitable banking solutions, and maintain compliance with laws and bank policies. Weekend or extended hours may be required.