Personal Banking Solutions Advisor

United States Digital Space LLC; Hickory Hills (IL); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Benefits

Job summary

United States Digital Space LLC is seeking a results-oriented Banking Services Specialist to help clients with borrowing and banking solutions while balancing sales, risk, and service quality. You will engage with clients in a structured manner, meeting their life-stage needs through tailored guidance and cross-functional collaboration.

The role emphasizes in-person client engagement, relationship management, and meeting annual goals within an in-office Palos Hills, IL environment.

Qualifications

• Requires proven B2B sales and/or small business banking experience.
• Strong communication skills with ability to influence clients.
• Excellent customer service and end-to-end client experience management.
• Proven sales track record and ability to build partnerships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance aligned with client goals.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client needs and suggests additional banking services.
• Conducts outbound outreach and maintains pipeline with follow-ups.
• Makes decisions on client requests and referrals to internal partners.
• Coaches associates in meetings to improve client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC is seeking a results-oriented Banking Services Specialist to help clients with borrowing and banking solutions while balancing sales, risk, and service quality. You will engage with clients in a structured manner, meeting their life-stage needs through tailored guidance and cross-functional collaboration.

The role emphasizes in-person client engagement, relationship management, and meeting annual goals within an in-office Palos Hills, IL environment.