Client Solutions Advisor — Relationship Banker

United States Digital Space LLC; Washington (District of Columbia); On-site; USD 34,000 - 37,000; Full time

Job summary

United States Digital Space LLC is looking for a customer-focused Banking Specialist to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately.

You will build relationships, identify solutions to client needs, and help clients navigate online and mobile banking while adhering to laws and internal guidelines. Weekend/extended hours may be required.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Identifies solutions for client needs.
• Effective communicator comfortable engaging all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking (ATM, online/mobile).
• Applies strong critical thinking and problem-solving skills.
• Follows established processes and laws/regulations.
• Manages time and capacity efficiently.
• Flexible to work weekends/extended hours.

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

Customer Focus

Relationship Building

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Management

Communication

Problem Solving

Account Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC is looking for a customer-focused Banking Specialist to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately.

You will build relationships, identify solutions to client needs, and help clients navigate online and mobile banking while adhering to laws and internal guidelines. Weekend/extended hours may be required.