Financial Solutions Advisor: Client Growth & Banking

United States Digital Space LLC; Decatur (GA); On-site; USD 65,000 - 80,000; Full time

Job summary

United States Digital Space LLC seeks a Banking Client Advisor to deliver personalized guidance on borrowing and banking products, helping clients reach financial goals with tailored solutions while balancing sales, risk, and client care.

The role serves a national market with onsite training; eventual placement at a nearby location will respect commuting practices. You will build client relationships, manage the pipeline, and collaborate with partners for an exceptional experience.

Qualifications

• Experience with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to influence clients.
• Proven track record in customer service and full client end-to-end experience.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens relationships with clients leveraging bank capabilities.
• Analyzes client needs to recommend suitable financial services.
• Maintains outreach and pipeline management with follow-up routines.
• Makes decisions on client requests and referrals to internal partners.
• Collaborates with leaders to coach associates for an exceptional client experience.

Skills

Client Management

Sales

Communication

Relationship Building

Pipeline Management

Problem Resolution

Outbound Sales

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC seeks a Banking Client Advisor to deliver personalized guidance on borrowing and banking products, helping clients reach financial goals with tailored solutions while balancing sales, risk, and client care.

The role serves a national market with onsite training; eventual placement at a nearby location will respect commuting practices. You will build client relationships, manage the pipeline, and collaborate with partners for an exceptional experience.