Consumer Investments - Financial Services Representative I

United States Digital Space LLC; Charlotte (NC); On-site; USD 40,000 - 52,000; Full time

Job summary

United States Digital Space LLC is hiring for a role focused on assisting clients with detailed questions about products, accounts, and financial services. The role emphasizes educating clients on value-added opportunities and referring complex inquiries to specialists across the bank while ensuring timely service and adherence to procedures.

The position requires delivering solutions that improve clients' financial lives, building strong client relationships, and maintaining effective time

Qualifications

• Delivers solutions and experiences that improve clients' financial lives
• Demonstrates a willingness to establish a career in the financial services industry

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triages client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Prioritization

Referral Identification

Written Communications

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Job Description:

At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

the company is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.

Responsibilities:

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triages client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Required Qualifications:

• Delivers solutions and experiences that improve clients' financial lives
• Applies learnings and adapts new information to identify appropriate client solutions
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive and ambitious mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Demonstrates a willingness to establish a career in the financial services industry
• Strong computer application skills, including Microsoft Office

Desired Qualifications:

• Bachelor's degree and/or minimum of one year of experience in a performance-based environment

Skills:

• Active Listening
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Account Management
• Client Experience Branding
• Decision Making
• Emotional Intelligence
• Result OrientationAdaptability
• Coaching
• Prioritization
• Referral Identification
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:1st shift (United States of America)

Hours Per Week:40