Client Solutions Banking Advisor

United States Digital Space LLC; Cameron Park (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

United States Digital Space LLC is hiring for a frontline banking associate in Jackson, CA to engage clients in lobby activities, educate on cash transactions and self-service banking, and connect clients with suitable financial solutions. Training at a central location will precede potential transfers within commuting distance.

The role emphasizes building trust, mastering processes, and delivering a superior client experience while meeting regulatory requirements.

Qualifications

• Experience in financial services and knowledge of financial products recommended.
• One year of sales experience in salary plus incentive environment with goals.
• Six months of cash handling experience.
• Bachelor's or business-related Associate's degree required.

Responsibilities

• Build relationships with clients to meet financial needs.
• Drive client experience and ensure adherence to laws and guidelines.
• Engage in proactive outreach, manage center traffic, appointments, and calls.
• Educate clients on self-service banking options (ATM, online/mobile).
• Collaborate with colleagues in small business, lending, and investments.
• Maintain knowledge of financial products and cross-sell where appropriate.
• Ensure efficient use of time and deliver results for clients and bank.

Skills

Adaptability

Business Acumen

Customer 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

Associate's Degree (business-related)

Job description

United States Digital Space LLC is hiring for a frontline banking associate in Jackson, CA to engage clients in lobby activities, educate on cash transactions and self-service banking, and connect clients with suitable financial solutions. Training at a central location will precede potential transfers within commuting distance.

The role emphasizes building trust, mastering processes, and delivering a superior client experience while meeting regulatory requirements.