Client Solutions & Relationship Banker

United States Digital Space LLC

Philadelphia (Philadelphia County)

On-site

USD 32,000 - 42,000

Full time

7 days ago

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Job summary

United States Digital Space LLC seeks a client-facing team member to educate clients in lobbies and assist with self-service banking options. You will process cash transactions accurately, develop in-depth knowledge of financial priorities, and connect clients with suitable financial solutions.

The role emphasizes risk culture, relationship building, and adherence to laws, with opportunities for growth within a collaborative in-office environment.

Qualifications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance.

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.

Education

High School Diploma / GED / Secondary School

Bachelor's Degree in business or finance

Tools

Cash handling

Banking software

Self-service tech (ATM/online banking)

Job description

The role emphasizes risk culture, relationship building, and adherence to laws, with opportunities for growth within a collaborative in-office environment.

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