Client Solutions Advisor — Banking & Small Business

United States Digital Space LLC; Glendale Heights (IL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Paid time off

Job summary

United States Digital Space LLC in Illinois seeks a Financial Center Sales Advisor to guide clients through borrowing and banking options, balancing sales, risk, and client care. You will train at a central financial center, then potentially relocate within a reasonable commuting distance as needed.

This role emphasizes building trusted relationships and delivering tailored financial solutions. The position requires a proven sales track record, strong communication, and the ability to manage

Qualifications

• Experience with business-to-business sales or small business banking.
• Strong communication and influential skills.
• Proven ability to manage end-to-end client experiences and resolve issues.
• Demonstrated sales achievements and ability to build partnerships.
• Experience with outbound phone sales.

Responsibilities

• Recommend financial guidance aligned with client goals.
• Develop relationships with clients leveraging bank capabilities.
• Analyze client needs and propose suitable banking services.
• Maintain outreach and follow-up to meet client needs.
• Refer clients to internal partners based on needs.
• Coach associates to deliver exceptional client experiences.

Skills

Sales Experience

Outbound Sales

Communication Skills

Customer Service

Sales Track Record

Partnership Building

Education

High School Diploma / GED

Job description

United States Digital Space LLC in Illinois seeks a Financial Center Sales Advisor to guide clients through borrowing and banking options, balancing sales, risk, and client care. You will train at a central financial center, then potentially relocate within a reasonable commuting distance as needed.

This role emphasizes building trusted relationships and delivering tailored financial solutions. The position requires a proven sales track record, strong communication, and the ability to manage