Client Solutions Banker — Relationship Expert

United States Digital Space LLC; Camarillo (CA); On-site; USD 71,635,000 - 76,658,000; Full time

Job summary

United States Digital Space LLC is seeking a Bank Client Services Associate to engage lobby clients, educate on self-service banking, and process cash transactions accurately. You will build relationships, drive the client experience, and connect customers with banking solutions to support their financial goals.

The role requires a strong work ethic, active Spanish skills, and the ability to work weekends or extended hours at various CA centers.

Qualifications

• High school diploma or equivalent required.
• Spanish required.

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

Problem Solving

Relationship Building

Account Management

Pipeline Management

Prospecting

Referral Management

Education

High School Diploma / GED

Job description

United States Digital Space LLC is seeking a Bank Client Services Associate to engage lobby clients, educate on self-service banking, and process cash transactions accurately. You will build relationships, drive the client experience, and connect customers with banking solutions to support their financial goals.

The role requires a strong work ethic, active Spanish skills, and the ability to work weekends or extended hours at various CA centers.